Emerging Money Daily Audio Call  July 24 - Weaker macro and commodity prices become a self-fulfilling backdrop for global equites who are limping into the weekend.

Phone AudioEM underperformance continues and is rooted in major currency weakness despite the Dollar appearing more benign on the DXY.

Bond funds are well bid and this coupled with the lower bond yields we are seeing tells you that the world is not ready to say that equities need to continue to fresh all-time highs.

Have a great weekend.

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