Emerging Money Daily Audio Call July 1 - Does it make sense to carry risk into the long weekend after a wicked snapback rally?
Global bond yields are telling a story of a world gone bad but this is the world we have and CBs are dictating the tone.
If the ECB starts buying EM debt the impact on EM equities will be notable.
QE has not been the friend to EM but lower for longer is and EM central banks can now be cutting rates after hiking since 2014.
Have a great long weekend but know that volatility has become too cheap again.
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