Emerging Money Daily Audio Call April 12 – On today’s call we focus on price action in EM where you are getting a leg higher even without a weaker USD.
Commodity and resource stocks are carving out new technical levels while broader stocks go sideways.
China meanwhile serves up a slew of data this week starting with tonight’s Export and Import Data.
We explain why we see a risk to the upside for China macro catalysts.
US earnings season meanwhile pits the have vs the have-nots. Be wary of the over achievers.
What do we mean?
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