Emerging Money Daily Audio September 15 - Cross asset correlations continue to be part of every investor’s routine as we review sovereign bonds in Europe and Japan
before checking out FX, then begin to look bottom up at equities and evaluate portfolio positioning.
The reality is that we are in the middle of elevated uncertainty on politics, rates, earnings and where valuations should be in the middle of all of this.
Today’s call drops some perspective into the US data releases today that were less than stellar.
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