Good Morning. This is your Emerging Money Audio Call, your ticket around the world. In fact I’m calling you from Europe this morning. Where M&A mania in the drug sector driving stock higher and some things that I think are carryovers from last couple weeks but things that are also very supportive to my Global View which is that industrial capacity growth demand continues to increase along with commodity prices slowly inching higher.
U.S. futures are higher about 40-based points at the time of this call. Emerging Markets (EEM, quote) have been actually underperforming last couple days and seem to be again today after the Asia overnight. Tune in for my full audio call.
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