Emerging Money Daily Audio Call April 6 – Markets rebound as oil rebounds and European markets stabilize.
Oil rallies on yet another decent data point on production from the US that tells us supply is coming off, albeit slowly and in what will be a choppy process.
On today’s call we take a top down look at China and currencies to attempt to explain what is different now than where were in mid-January through mid-February.
EM markets are also resilient and as we like to say, “get China right and you are going to get EM right”. China has stabilized and this will underpin broader global asset allocation and capital flows.
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