Emerging Money Daily Audio Call June 7 – No Yellen-hawk, No Fed, No Problem
…No China FX deval, no Brexit…No Problem…that simple?
On the call today we review the potential for melt up as the SPX and many other mkts are testing LT levels.
For EM the place to play is where you have the greatest payback from the USD.
Surprisingly some of the best opportunities are not obvious commodity of oil plays.
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