Emerging Money Daily Audio Call Preview July 7 – Weaker macro this morning but macro this week very front center including Chinese trade data and inflation data. We will be watching these closely.
On the call today we review some relative value along with where we are taking some profits in technology and emerging market high flyers.
We will also look at some alternatives in the payment processing and emerging market banks in a world of rising inflation and how we would be trading emerging markets if we actually see inflation expectations higher and higher rates.
Fed fund futures telling us that at least we move forward our expectations and what means to us.
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