Emerging Money Audio Call Preview – on the site this morning we are talking about the rally in emerging markets (EEM, quote) we also will dig into more details on the emerging money audio call on how to position for the second half of the year.

Suddenly emerging markets are front-page news on the Wall Street Journal in terms of investors flocking back a story we been talking about for some time now.

For the second half of 2014 we got a nice layout in terms of the macro, sector and country on site today. Last night Brazil leaves rates unchanged, how are we playing Brazil (EWZ, quote) and the recent China data.

We think the negativity surrounding China (FXI, quote) is overdone. We also get into why we think the overall negative data out of the U.S., Europe and Japan is a bit of head-fake.

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