Emerging Money Daily Audio Call December 1 - We still maintain the Fed is the most important driver for markets in the short to medium term.

Phone AudioToday’s move in rates reminds us that there is discomfort that comes with any disorderly move even if this is what we asked for.

Tomorrow’s NFP report therefore means we could be looking at bad news being good news again if we seek to damp down the rates curve.

Brazil – opportunity or reason for fear after today’s probe headlines have this Latam country -18% in 27 sessions.

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