While a weakening dollar might suggest an opportunity in emerging markets, Hedgeye CEO Keith McCullough's proprietary signals are suggesting the opposite.
In this clip from The Macro Show, McCullough highlights the growing list of countries that are signaling bearish trends, including most of EM Asia and Colombia.
“When I'm selling all of EM, other than Poland, that means that the risks are going up,” he says.
McCullough ends with a pointed challenge: stop empowering people who manage money without a clear, adaptive strategy. Subscribe to The Macro Show to get the best of that strategy every morning.
