Emerging Money Audio Call April 16 – Global markets are under a bit of pressure as US earnings season dives deeper but EM remains firm. On today’s call we again talk about breakdown in Dollar correlations and the impact on not just EM but global resource and mining place.
Did OPEC just announce they pumped an additional 850k bpd last month? What gives?
Today we also highlight the Turkish underperformance that has been currency lead and overview how we would play into next week’s CBT meeting.
Finally on Europe should you be concerned about Greece taking down the motherland? Europe is volatile today and we believe there is an opportunity here.
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