Emerging markets are weaker as the Dollar hits EMFX while at the same time the Dollar not affecting commodities.   A continuation of the delinking between the Dollar, markets, and downward commodity prices?

Phone Audio

Brazil leads the trade lower as we start to see the transition reveal what we know:  there is no consensus in Brazil.  How are we approaching the market?

China data remains stable as does the role China is playing in the market volatility environment.

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