Gap&Go: Morning Meetings with Caylum
For the morning of March 12, 2025:
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US: Equities have started pricing in recession risk coming from poor economic data (partly due to DOGE and Trump Admin). The Mag-7 have reached correction territory after outperforming the past few years.
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EM: Is it finally the time for a more secular move to EMs with China leading the way? It appears to be as macro conditions + valuations support the narrative. We discuss earnings season as consumer recovered sharply in 4Q. ($HSI, $EEM, $PHP, $1211, $9988, $SMPH, $Banks, $Consumer)
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