Emerging Money Daily Audio Call July 23 – Global markets pulling back from levels set a couple days ago and earnings not sending a message of increased demand and top line growth from key bellwether names.
Dollar weakness today is not yielding a great bounce in commodities, Watch this correlation breakdown and evaluate whether this is telling us that we are near the bottom of this rout. (we think so).
China trades better despite the increased noise from the financial press about China’s fallout within the investor community. Japan remains the highest conviction Asian market and possibly overall in the world.
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