Episode Description
Sell US and Buy RoW
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:
1. What did you make of the latest US jobs report?
2. How will Warsh change the Fed?
3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?