Emerging Money Daily audio Call August 8 - This week we are watching for signs that global bond yields are truly moving higher.

Phone AudioThis reality if we see it poses problems as well as positives for the world but in the short run I'll take the validation of the reflation trade.

Banks have to be on your radar screen and we tell you where the interest rate sensitivities are highest, if in fact this is an interest rate moment as described above.

Oil (USO, quote) suddenly looks like it survived the technical test on the charts last week and has built off an OPEC statement that doesn’t give you much other than saying they will address fundamental issues at some time.

We remain very constructive on EM (EEM, quote) despite the Dollar’s (UUP, quote) recent bid.  Turkey (TUR, quote) gets a boost this AM from Moodys stepping away from a ratings cut.

Tune into your account and have a great week.

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