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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

NOTE

Another good indication in favor of EM countries

There's anticipation of a 50 basis point cut at the next meeting, which is a good sign for being long on EM and EM X China. Brazil, India, Philippines, South Korea, and Japan are all favorable countries to invest in due to positive economic outlooks and easing central banks. There's an invitation for Mike and Trent to join the discussion and address any questions.

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