Emerging Money Daily Audio Call Preview July 3 - Heading into
the July 4 weekend we received lot of economic numbers today. On
the call today we talk about the payroll numbers in line along
with a number of big data points around the world.
This week was emerging markets (
) traded in line with developed Markets but expecting some Fed
speak next week that will likely add volatility to the currency
markets, which are a big part of the rally that emerging markets
are seeing but ultimately we are playing this from the long
We view this as catalyst to see emerging markets break out. We
will explain how we watching five-year yields in the U.S, as a
canary for understanding where global growth is going to be
better for emerging markets. So we expect rates to move slightly
higher but not dramatically higher that's the best of all of all
worlds for emerging markets.
We will wrap the call with some adjustments to our global
portfolio as well as some stock specific that are getting
expensive some of our favorites on the Trade side as well as
taking some profits in a few names here. Have a great and safe
Fourth Of July Holiday. Talk to you on Monday.
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