AmpGFX - Oil may be stabilizing, rate pressure on EUR
As we head towards the US payrolls report, US rates have continued to drift up this week, building on the rise last week on a less dovish than...
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Ankara: Cui Bono?
This note looks at the background of the recent Ankara bombing, the political situation in Turkey and its position in the region.The note starts...
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HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
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China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
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Many (un)happy returns in EM; governance and the vicious circle
This report examines the underlying governance factors that have driven EM underperformance over the last five years.Brazil, Russia, Malaysia and...
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