These look like good bullish setups: India and Peru. Maybe a pullback in both though, certainly SCIF looks a bit overbought here, but then again the November drop might be the handle on this cup.
Jeffrey Snider argues the reflation trade is going to have a "show me" moment soon.
Alhambra: The First Real Reality Check?
Fannie Mae: Mortgage Serious Delinquency rate declined in March, Lowest since Feb 2008 - Fannie Mae reported that the Single-Family Serious Delinquency rate declined to 1.12% in March, from 1.19% in February. The serious delinquency rate is dow...