Delta EM Advisors

We are An independent economic and financial research group for institutions and high net-worth individuals. Specialized in global HY credits and its hedges.

[Delta EM Advisors @delta_em]

#StraitOfHormuz #CrudeOil #OilMarkets #PhysicalVsPaper #BasisRisk #GlobalMacro #EnergyGeopolitics #MacroResearch #IranWar‌ $spy $VIX $QQQ

[Delta EM Advisors @delta_em]

#StraitOfHormuz #CrudeOil #OilMarkets #PhysicalVsPaper #BasisRisk #GlobalMacro #EnergyGeopolitics #MacroResearch #IranWar‌

[Delta EM Advisors @delta_em]

#MaritimeSecurity #EnergyMarkets
#ShippingData
#StraitOfHormuz
#GeospatialAnalysis
#DataVisualization
#MaritimeTraffic
#GlobalTrade
#EnergyFlows #IranWar‌ $TWI $Brent #Oil

[Delta EM Advisors @delta_em]

#MaritimeSecurity #EnergyMarkets
#ShippingData
#StraitOfHormuz
#GeospatialAnalysis
#DataVisualization
#MaritimeTraffic
#GlobalTrade
#EnergyFlows #IranWar‌ $TWI $Brent #Oil

[Delta EM Advisors @delta_em]

Movements on #VIX #futures #Volatility #VXX #SVXY #XIV #VIXC #VIXfutures @zerohedge #SPY #dowjones #INDU #DIA #DDM #UDOW #DOD $VIX $DIA $DDM $spx

[Delta EM Advisors @delta_em]

@zerohedge @IMFNews

[Ariel Abelar @aabelatrekking]

#Argentina vs #Turkey Yield Comparison shows that #Argie returns to prev. #carryTrade high momentum levels #EmergingMarkets #Latam #IMF #Brazil #ARS #UYU #BRL @RobinBrooksIIF @FyEConsult #DolarBlue #Lebac #Letes

[Delta EM Advisors @delta_em]

Effectiveness of @BancoCentral_AR interventions in #ARS Market #Argentina #Peso #EmergingMarkets #Latam #CarryTrade @dolar_ar @ValorDolarARS #DolarBlue

[Delta EM Advisors @delta_em]

@Lathgertha_ @FyEConsult solo un ejemplo, que dice se puede abrir mucho el espectro.ISIN: EK912716 Corp

[Delta EM Advisors @delta_em]

@Lathgertha_ @FyEConsult Tenia > Yield, CY, Recovery (< PV), tuvo > TR y con < Volatilidad. Y ni hablar de los fundamentals y la FDI de ambos paises. Banco mixto.

[Delta EM Advisors @delta_em]

@Lathgertha_ Ni el de menor risk (volatilidad), ni el de mayor yield along the curve...cc @FyEConsult ie #Argentina #Mongolia #EmergingMarkets #Frontier

[Delta EM Advisors @delta_em]

@ReutersLatam @BloombergEM #Debt #Frontier #Bonds #FX #CarryTrade #Peso #Dolarblue #blue #dolar #Argentina #Inflacion #CPI https://t.co/4ExYgDo6VC

[Delta EM Advisors @delta_em]

@BancoCentral_AR ⬆︎rate in the old #Argentina #Carry trap ⬆︎ #Appreciation #EmergingMarkets #latam #CPI vs #ARS

[Delta EM Advisors @delta_em]

@BancoCentral_AR ⬆︎rate in the old #Argentina #Carry trap ⬆︎ #Appreciation #EmergingMarkets #latam #CPI vs #ARS