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Strategas Daily Macro Brief (July 30, 2020) on Emerging Markets

  1. 1. All signs continue to point toward a weaker USD, which historically has led to the outperformance of Emerging Market equities. 
  2. Overall, Emerging Markets are cheap relative to both the United States and the International Markets.
  3. Emerging Market earnings recovery are in line with U.S. Equities.
  4. Issues still remain for Emerging Markets. 

Please refer to the pdf file for more details: Macro brief 073020.pdf