Emerging Money Daily Audio Call March 11 - On the call today as we see a small bounce in DM, EM outperforms and some of this is currency related despite the DXY challenging 100.
Check out interesting intraday reversals as EM currencies feel most oversold even relative to Euro. We also look at the relationship between the dollar and commodities over the last two months and are far from impressed by the USD impact on commodity prices when viewing through a historical negative correlation perspective.
We address our call on Europe which remains an outperformer. We scratch our heads over how investors are under allocated to mega-cap national champion European equities. ...Tune into your account for more.
Log into your account and select menu item “Emerging Money Call” for today’s audio call and a full list of archives