Emerging Money Daily Audio Call January 14 - Markets rallying as JPM and banks are alleviating the heightened credit contagion fears for now.
Oil and commodities also gaining some momentum here as the Dollar’s momentum has to be considered questionable.
EM moves sideway to up with China quiet but we do not see a fundamental rationale for a leg higher without macro drivers joining the clearly attractive price multiples for many of the underlying countries.
Today we talk more abo9ut a supply deficit in oil that may be shaping up out past 2016. We explain the metrics involved.
We reiterate our overall market trading call for the near term to help investors to help tune out what seems a like a lot fear mongering despite the clearly challenging conditions.
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