Emerging Money Daily Audio Call December 5 – On the call today we dive into the impact of the U.S. payroll number and what impact it has on commodities.
We’ll also get into why we don’t think price is truth in the oil sector, why we do think the oil importing nations will continue to outperform.
We’ll also looking why we think the fund flow data is a bit misleading as China (FXI, quote) was the biggest loser in terms of week over week fund flows.
We’ll wrap up the call on how we think Fed expectations are going to drive first quarter emerging market (EEM, quote) allocations. Tune into your account and have great weekend!
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