Emerging Money Daily Audio Call December 8 - A solid US jobs number devoid of inflationary wage components coupled with other global macro data (see Japanese GDP) supports a rebound in global equity markets.
On today's call we recap the market dynamics that led to a pullback in technology and massive rotation into retail/financials/industrials/energy and give our outlook for the next week of trading.
Emerging markets go into 2018 with core fundamental drivers that include: EPS progression and asset values that may become more relevant in resource sectors.
Tune in to the call to hear our thesis.
Have a great weekend.