Closing Bell Overtime: Big Win for the Bulls? 2/3/23
Closing Bell
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Can Bonds Really Be That Insurance in Emerging Markets?
International stocks traded about a 15% discount relative to the US, you're now able to get a roughly 30% discount. I think interest rate differentials are going to continue to support a downward trending dollar over the course of this year. That creates a bit of opportunity in emerging markets. A Fed that's still not out of the woods yet also does continue to create a bit of a headwind for US stocks.
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