Emerging Money Daily Audio Call March 31 - Strong macro around the world again overnight supports the global trade over the US.
EM however struggles over the last couple sessions despite better Chinese macro. We point out a few headwinds…
Materials names may be positioning for the next leg in after what has been two steps forward and one step in reverse since Last summer.
US Retail continues to respond to changes in the outlook for the border adjustment tax, as tax reform is going to take baby steps. We like the recovery trade in the following names….
Tune into your account for more information.
Have a great weekend!
- Heavy rain to hit central ChinaSource: China.orgPublished on 2017-08-20
- Make China greenerSource: China.orgPublished on 2017-08-20
- Beijing court bans production of air-polluting companySource: China.orgPublished on 2017-08-20
- Xi congratulates scientists on expedition to the Qinghai-Tibet PlateauSource: China.orgPublished on 2017-08-20
- Administration for tiger and leopard national park inauguratedSource: China.orgPublished on 2017-08-20
- Nation’s first internet court up and runningSource: China.orgPublished on 2017-08-20
- Xi calls on HK youths to serve HK, countrySource: Xi calls on HK youths to serve HK, countryPublished on 2017-06-30
- Heavy rain to hit central China