Emerging Money Daily Audio Call August 1 - On the call we examine the week ahead by quickly looking at last night’s China (FXI, quote) data before focusing on key themes for US data.

Phone AudioNFP 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.

To Subscribe Click Here

Tagged with:

Leave a Reply