Emerging Money Daily Audio Call May 26 – On the call today we discuss Fed risks, what is priced in and what the range trades are.
Yellen is on the docket tomorrow after a series of Fed Governors have not changed the more hawkish tone, meanwhile the Dollar running out of steam gives us confidence in the short term tactical trades around EM and resources.
China headlines in the US are rarely treated in a rational way especially when they are attached to meg-cap names like BIDU and Alibaba.
The latest shock from the SEC related headlines investigating BABA are another opportunity for investors. What do we mean?
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