Emerging Money Daily Audio Call August 22 - On the call today we preview the week ahead where the data is not terribly powerful on the top down but there is top down data that we think frames opportunities from the bottom up:
Housing is the key call.
- Volatility remains your friend as we head into September and a decent spike this AM is a reminder.
- EM overbought conditions slowly being worked off?
- Oil’s pullback is as expected and will not be as deep as the last trading sell-off in July.
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