Emerging Money Daily Audio Call January 28 – Global markets are digesting a major cross current of macro, policy and bottom up news: Oil/OPEC cuts?
Fed post-mortem, Facebook and massive earnings slate.
Right now we stress that despite the better tone today to markets we are in a dangerous period of volatility, policy uncertainty, and tactical trading.
On today’s call we outline nonetheless a positive outlook for what some of this news could mean for the US Dollar, EM and commodities.
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