Emerging Money Daily Audio Call November 23 - InvestingChannel

Emerging Money Daily Audio Call November 23

Emerging Money Daily Audio Call November 23 – Today we give an extended audio call to preview the week and assess markets going into the thanksgiving holiday in the US Phone Audiowhich has been far from quiet historically with recent years providing volatility in oil and EM with major events taking place while US investors are watching football and digesting turkey.

EM assets are shrugging off the USD trading again to 100 overnight. EM currencies are key ingredients in EM starting to prepare for the Fed tightening process.

Commodities, especially copper bearing the brunt of the Dollar but a view that global growth is still tepid at best. While we think the macro view is not quite fair we have a view on copper that might surprise you.

Finally, we take a look at how to play global retail trends that will be in total focus in the US as Black Friday dominates the retail discussion. Who are the Amazons and Googles of the world?

Tune into your account for to listen to the full audio call. 

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