NFP out on Friday remains the big release.
The Dollar is slightly stronger after a week that saw a rally halted in its tracks somehow by a more bullish assessment of the economy by the Fed. Emerging Market FX starting to decouple? Emerging Markets equities quietly trudging higher.
Is fiscal policy emerging out of the monetary policy deluge?
Finally? What do we think and what is the implication for real assets?
Tune into your Emerging Money account and have a great week.
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