Emerging Money Daily Audio Call December 18 - On today’s call we ask the question – is the negative market reaction of the last 2 days a function of market’s feeling the Fed should not have hiked with macro data trending downward or is the market just concerned the Fed is more hawkish than was priced in?
We give you our thoughts and how this can translate into year-end positioning.
Brazil getting punished today on more corruption probe headlines. We have some positive thoughts on why Brazil looks a lot like Russia.
EM outperforming DM equities by 4% over last 5 days. Have we broken the trend as EM outperforms in a down tape vs opposite price action of last few years?
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