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ISby u/ishaan59·48mDiscussion

Watching EMXC after recent Fed comments

The hawkish tilt from some Fed members yesterday, despite a cooling CPI print, is giving me pause on anything growth-dependent, particularly in emerging markets. $EMXC popped today to 94.72, hitting the upper end of its recent range (93.71–95.34), which feels more like a technical bounce than fundamental strength given the rate outlook. Thinking about trimming some of my riskier plays, even in the developed markets, if we see further signals that higher for longer is truly the consensus. The carry trade might get squeezed if the dollar strengthens further on this. Keeping an eye on 10-year Treasury yields for a clearer signal. Curious if others are seeing this as a signal to de-risk or a buying opportunity on a dip?

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