Emerging Money Daily Audio Call October 3 - On the call today we look at the week ahead which will include Fed speak, and important macro which will continue to frame the discussion of the global economy and the where rates are headed.
Meanwhile we have an uptick in key 10yr rates in Japan and the US rekindling the inflection point discussion.
Last week’s stories are not surprisingly this week’s stories but I would emphasize the focus on Oil over that of DB. Oil prices are holding up and we are starting to see a rush of upgrades but wondering why folks think OPEC calls the shots on oil (USO, quote) prices?
EM is seeing better fund flows, price action and FX in Brazil, Russia and even China but wondering where else investors can argue for pure EPS growth and a turn in terms of trade?
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