THE HEDGEYE MACRO PLAYBOOK

Takeaway: Our Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and proprietary quantitative market context.

CLICK HERE to view the document. In today’s edition, we highlight:

  1. Why EM Equities are at risk of further forced selling
  2. Why we continue to like South Africa on the short/underweight side of emerging markets

Best of luck out there,

Darius Dale

Associate: Macro Team