Emerging Money Daily Audio Call December 7 – On today’s call we try to recap the extraordinary moves in multiple asset classes in the last three days off the ECB meeting, OPEC meeting, and the terrorist tragedy in California.
What did OPEC say that is moving oil prices today? Clearly they have unnerved investors that old production targets are wide open for interpretation.
EM currencies have not gained while the Dollar has retreated, why?
Asian credit worsens and EM trends to important support, yet Schroeder’s joins Goldman in calling for a trough in the EM cycle. Could it be?
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