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Are You Paying Attention to Emerging Markets? | Nick Stadtmiller
The Macro Trading Floor
What's the Actionable Cro Trade You Would Like to Put On?
Nick, i have to say that i'm pretty impressed by your ability to justdisc every emerging markets we throw at you. I think number one for me is going along the polish lote against the the hungarian foreigns. poland has a slightly largera domestica, domand components of their economy. They've also had a bit of a fill up on the domestic domand side fromthe flow of ucranian refugees. And you've basically almost hinted that you like mexico versus brazil. So i guess that's a play that could also be introduced in the f x space. But i wanted to ask you about a youre thinking a in terms of carry
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