Emerging Money Daily Audio Call November 18 - Looking back on a week that has forced all investors to rethink their strategy for 2017 without any understanding of how policy follow through will compare to policy expectations.
We sum up the good and the bad of macro data and adjustments.
Is the Fed more behind the curve or less behind the curve in a post-election environment where growth now is assumed higher but inflation expectations have moved rates and the Dollar significantly higher? Growth is inflationary but rates and the USD should be seen as restrictive.
What is our Trump global investment matrix as we look at specific geographies and sectors?
Tune into your account for more information.
Have a great weekend.
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