Emerging Money Daily Audio Call June 3 - Weaker payrolls mean many things and we begin to discuss the broader implications for the market fallout after the US labor market looks suddenly feeble.

Phone AudioYes a weaker Dollar is good for Emerging Markets (EEM, quote)  and commodities (USCI, quote) but do we really want no Fed at the price of a bigger hit to global growth?

We discuss…

What are the immediate trades after the Fed in the US? Clearly financials and consumer should be under pressure.

What else are you missing?

Tail risk or just slower growth and range bound after the market sorts today's numbers out?

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