Emerging Markets – A Catalyst?

 BarroMetrics Views: Emerging Markets – A Catalyst?

In FOMC Jan 29 – A Post Mortem, I mentioned that a fall in the currency, and rise in interest rates, in the emerging markets had been blamed for a fall in US Stocks. I also suggested that this may be the first indication of a break in the belief that the FED can hold up, at will,  stock market levels.

Today, I attach an excellent piece written by John Mauldin, “Thoughts From the Front Lines”, on the subject This newsletter is available for free from John’s site at http://www.frontlinethoughts.com/

central-banker-throwdown.pdf

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