EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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EM by EM #22 The Good, the bad and the ugly
EM’s are desperate for a weaker USD and may see some brief yet necessary breathing room from the pending US Government Shutdown.
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The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Welcome to this week’s Great Game! Now, I know that we have been quite critical of the U.S. Administration and Joe Biden in particular. While it’s...
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EM by EM #18 – Why Jackson Hole is more important than Johannesburg
During an otherwise uneventful week, the International Finance correspondents are having a party. The first destination for the flying journalist...
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