Emerging Money Daily Audio Call August 10 - Bond yields back in decline globally?  We discuss this theme and the impact on banks, miners, and risk assets. 

Phone AudioMeanwhile Dollar weakness looks as important and mitigates deflation risks.

Retailers are front and center this week in US earnings season and Retail Sales report on Friday looms large.

EM continues a great run.  Should you take a quick breath on this trade?

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