Emerging Money Daily Audio Call February 10 – On today’s call we discuss China CPI and continued dis-inflationary trends that broaden the scope for PBOC’s easing.
Emerging market currencies continue weaker defying gravity as the Brazilian Riau and Turkish lira continue to head to all-time lows against the dollar.
We assess why emerging market currencies could offer the real secret to playing this asset class over the next two years if you can get comfortable with commodity prices.
The dollar continues to work as an enemy but much pain has been prince in if you look back over history. Tune into your account to understand how we would play this outcome.
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