Emerging Money Daily Audio Call January 4 – Happy News! …or is it?
A repeat of 2015 themes on steroids this morning as China, middle east tensions, credit roil all asset classes this AM. And despite today’s move lower there is still ultimately the question of whether asset prices in equities still reflect heightened market risks or fundamentals.
On today’s call we are discussing key topics that can help you navigate the challenging backdrop:
- China’s stock market move last night may not reflect its macro despite the macro being in an adjustment phase
- Oil prices may have bottomed if the current geopolitical crisis heats up
- US stocks have not traded well for months despite the Nasdaq masking a lot of pain
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