Surveillance: 'Springy' Oil with Blanch
Bloomberg Surveillance
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Is Now the Time to Buy International and EM Equities?
Is now the time to buy international and EM equities? That's simple. Well, I think the headwinds are more base for the second half of the year. The Fed will need to continue hiking and delivering on those hikes that have been already priced in the market. There's a huge body of people right now on the fence about go long EM,. Go long international, burnt once, burnt twice, burned three times, four times on and on and on.
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