Emerging Money Daily Audio Call April 22 – On the call today we recap global markets move slightly lower this AM as US earnings season delivering the expected heaviness on outlook due to the USD and a high bar on valuations and softer seasonal conditions.
The sustainability of the EM rally is framed in the context of the Dollar and commodities. We are in ( a suddenly growing) minority of folks who like commodities here. We give some comments on Oil prices from XOM’s CEO from the CERA conference.
Brazil and Turkey in focus with PBR and CBT meeting as headline events.
Tune into your account for more information.
