Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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Brazil Political Risk: Does It Really Matter Who Wins?
Brazil's elections next month are naturally attracting plenty of attention. Recently on Bloomberg, I heard a seasoned commentator explain that "It...
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Degrees of TRY Contagion
Our EM FX domino call is unfolding and seeing USD bull energy rolling into Asian FX in a sequence that flashed red flags in early 2018 and more...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Argentina Macro: From Tantrum To Tango - IMF, Unions, MSCI Add Near-Term Drama
Argentina's financial markets are likely to see a heightened period of volatility in coming weeks. Whilst an IMF balance of payments (BOP) deal...
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