Credit: Emerging Money Daily Audio Call April 21 - On the call today we look at global markets which move higher continuing improved sentiment from Fridays Greece and China fallout. US earnings season enters its busiest phase and will underscore EPS divergence and currency dynamics which overall benefit Europe and EM equities.
EM equities ( EEM , quote ) looking at key trading levels from Wednesday's close to re-establish strong uptrend.
Commodities continue to base and we remain convinced this is not necessarily a return to a strong cycle but oversold conditions and more balance in underlying spot markets than we have seen in three years.
We give a rundown of trades we have adjusted and country ETFs but keep over weights and the emerging money country allocator index.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
