With a Strong USD, Choose your EM Wisely
Joe Quinlan, Chief Market Strategist, US Trust-BoA Private Wealth Management, New York
22-Nov-16 07:05
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Going long USD is now the consensus trade. This is both good and bad for the US stock market. The strong USD also necessitates choosing your emerging market wisely. Joe Quinlan also has an unexpected ringgit view.
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Tags: developed markets, emerging markets, currencies, retail sales, black friday, cyber monday