Emerging Money Daily Audio Call - September 7 - Quiet markets are always going to be seen as ominous when you are this deep into the recovery and when there are so many global macro minefields out there.
We think markets stay quiet this week however, despite more fed speak.
EU equities remain most attractive on risk reward to US and EM remains more attractive to both. Pairs trades with ETFs (EU over US) and single stocks within sectors are the tactical trade of choice for us alongside longer term positions we maintain in EM, Airlines, Financials, and Tech.
Apple iPhone 7 release is front and center today and we believe the balance is tilted towards a surprise for a company we never want to under estimate.
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