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Emerging markets are the place to be if the dollar starts weakening again, per UBS

00:01 - 06/03/26

 

There are opportunities in emerging markets, which continue to outperform the US in 2026

 

 

Research from Goldman shows that rising oil prices hurt emerging market economies as a whole.

 

While I see a fair amount of bearish posts this weekend as tensions escalate with the US and Israel attacking Iran, it's important to realize that over the long-term war-related risks are largely a blip. De-risking at first, then the situation matters less and less to the market

 

 

Google's focus on efficiency really is paying off

 

 

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