Emerging Money Daily Audio Call September 19 - On the call today we preview a busy policy week headlined by the BOJ and the Fed.
Once again we reiterate that the BOJ will have more impact on the market this week than the Fed.
Politics in Europe continue to be worth watching for more volatility ahead. Germany’s election cycle is worsening for pro-EU forces.
US banks under fire but will be an opportunity when the regulatory opportunism wanes only a bit. Stay close to the action fo the best quality/valuation stories.
EM remains to buy into YE but you will get your shot and don’t need to chase on up days.
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