Emerging Money Daily Audio Call April 7 – Good morning. On today’s call we look at price action in commodities and EM currencies after a fantastic run.
With the DXY firm today traders see validation of the EM currency move with many core EM currencies actually trading higher d/d.
Watch transports on the back of the FedEx deal especially airlines where we see trading and investment opportunities.
Later this week we commence US earnings season and China will release key inflation and liquidity data. Our core trading view is that both events will highlight relative momentum and European and EM equities.
Have a great day
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