Emerging Money Daily Audio Call July 30 – On the call today we sketch recent Fed meeting and macro data out of Europe and the US today and conclude that the Sept hike is still on the table. We also connect the dots to the impact on EM assets.
Brazil in focus today on the call as we look at the Copom hike and take the view that this is the last in the cycle and this may also be the bottom of the Brazil sentiment.
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