Emerging Money Daily Audio Call March 3 -On the call today we discuss volatility rising in global markets today is as much about over-bought conditions as it is about growth fears.
We focus attention on US payroll numbers this week and explain why markets maybe pricing and more Fed now( see US 10 year rates challenging the 2.10%) area on the charts.
Oil is rallying despite growth fears and negative EIA headlines on Gulf production. We outline core commodity thoughts and positioning.
We are cutting some losses and China Internet names. We will update where and how we view current levels and core China plays.
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