Emerging Money Daily Audio Call August 9 - We continue to believe in reflation, limitations of NIRP, and that China is not the China of one year ago. 

Phone AudioWe also believe that the China (FXI, quote) of one year ago was not as bad as people think…but we digress.

Follow rotation trends as we see bond yields stabilize and continue to move higher, and US elections for now are not so scary despite two candidates that are the least popular front runners in history.

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