Emerging Money Daily Audio Call February 8 - What are we to conclude when the highest quality companies in the world without credit issues are being thrown out indiscriminately?
And how would we trade EM equities now that we are back near the low end of the recent trading range? We develop our thesis and guide you towards actionable ideas.
Cross asset class correlation has some ways to play out. Today’s equity market move is rooted more in US Treasuries testing near historical lows again on the 10yr, yet the 2yr note still has some ways to go….we explain implications of this.
Gold remains not only a safe haven but not even close to a consensus call despite a massive run. What do you do now with gold?
Credit markets are telling a story that equity investors need to follow but isn’t there a lack of price discovery leading to an overshoot?
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