Todays call chock full of data points that put the global asset pullback in perspective and help you navigate your portfolio during this period of asset class collision.
China policy continues to be a blunt and clumsy stick, what do we mean? Where do we think the Yuan can trade to?
EM is oversold but not as oversold as it has been. Take out your history book…
If you assess leading indicators in the US many of them tell you a tale where GDP is badly lagging.
What else are we watching to determine where assets are breaking down further or finding a base?
Tune into your account for more information.