Emerging Money Daily Audio Call October 5 - RATES, RATES, RATES…
Are we bullish or bearish or neither on the spike in both short and long term rates around the world?
The move in rates is a function of not only economic realities but also expectations of not just the Fed but also the ECB and BOJ.
EM currencies are poised for more outperformance if we believe that Dollar can be held capped on cross dynamics from Europe and Japan.
Cyclical and Consumer discretionary trades getting interesting and are we ready to scoop up some gold miners after a 30% move off the highs?
…Tune into your account for more information.
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