Emerging Daily Audio Call May 16 – On the call today we set up our market view and despite sideways overall price action since mid-April there are catalyst to a breakout (up or down?) and we will tell you what they are and how we would play it.
Oil is the story of the day where for some reason we are excited yet again by a Goldman call on oil prices ( this time higher) despite a major run that has already taken place.
Having said that, Emerging Money investors know our view on Brent and its constructive with or without Goldman. We tell you what else is driving oil.
EM equities are rallying today and have shown major resilience at the bottom of the range here to support the next leg higher.
But not all markets in EM need to participate. Brazil has challenges galore that are now not priced into the market after a glorious rally into impeachment.
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