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Covid-19 waves, EM canaries, and large cap tech optionality

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Covid-19 waves, EM canaries, and large cap tech optionality

Edward Harrison
Mar 22, 2021
4
Share this post

Covid-19 waves, EM canaries, and large cap tech optionality

pro.creditwritedowns.com

As the new week begins, I have three subjects I am focused on. The first is the coronavirus, where the mutant-inspired infection wave I have expected is forming. The second is emerging markets, where the increase in the US dollar is starting to have an effect on policy rates and currencies. And the third is the stagnation of large cap technology compani…

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