Emerging Money Daily Audio Call August 19 – On the call today we continue to address themes on rotation into cyclicals and a fine line markets must walk to make sure the rotation and the macro is not too strong.
Fed speak still driving volatility.
Oil has been acting as it should which means we think there is limited upside to the trade at this point.
Next week is capped by Jackson Hole but there is plenty of data ahead of Janet’s speech.
Tune into your account for more information and have a great weekend.
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