Emerging Money Daily Audio Call November 22 – We have discussed reflation trades for 12 months.
We were early in 4Q 2015 and then right in line off the lows… Now where are we?
Relative value is the way to play this reversion to the mean trade(not necessarily fiscal reinvention). We also take a look back at the CBR for some perspective on this suddenly vogue trade.
Oil: What is the word going into Vienna?
Emerging Markets have rallied back to a couple key technical markers.
What should traders do with EM po0sitions into a suddenly “low vol” environment?
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