Emerging Money Daily Audio Call May 6 – Global markets still trading relative to movements in sovereign bond yields.
Today’s price action does not offer any clear near-term direction for emerging market equities who are caught between wanting to see rate normalization and the removal of Fed dictated capital flows but can always take solace from a weaker dollar and the short-term boost to local currencies and sentiment towards EM and commodities.
Please tune into your account to hear how we balance these forces.
Click the play button to listen to the audio call.
