“We are just going to have to see how that plays out. It is still a little early to see what the total reaction is to that, but I do not see any drivers for the dollar to have some significant rise and it does look like emerging markets may be a modest beneficiary of … Read more
“Investors look at growth rates and stocks are supposed to be indicators of expectations for the future and a weakening dollar and continued growth in emerging markets is very positive for emerging markets,” says Seth R Freeman, GlassRatner Advisory.What is happening in the world, one side there is this interplay between weakness in dollar index … Read more
Seth R Freeman of GlassRatner Advisory, says in general, there is going to be a wait and hold on April 2 as well as what happens over the next three or four months frankly. The general market reflects a sentiment problem as much as a pure earnings and growth situation.Now that the Fed is out … Read more
Seth R Freeman of GlassRatner Advisory & Capital Group, says yesterday showed some reaction to serious worries about Trump’s tariff plans. It’s still not clear which tariffs will be put in place immediately. He isn’t starting them with China just yet. Instead, he is using the threat of tariffs to pressure Colombia into taking back … Read more