Reform Makes Ukraine Unlikely Bright Spot in EM
Ukraine is a rare example of an EM economy that has managed to attract portfolio inflows amidst the recent sell-off thanks to its commitment to...
429 Views
Inflation Rising Driven by Strong US Momentum - Will the Pace Slow in Coming Months?
Russia: Aug CPI 3.1% y/y (Up from 2.5% in July). It was the highest inflation rate since August of 2017, mainly due to higher food prices. Brazil:...
240 Views
Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
400 Views
USD Breakout; Foreign Markets Reeling
Turmoil in Turkey and a collapsing lira has led to a breakout in the USD and global equity market weakness. Emerging and developed markets outside...
480 Views
Turkey, Tesla and Trade Rattle Emerging Markets
Russia: CPI in July rose 2.5% y/y vs. 2.3% in June. It was the highest rate since last December mainly due to a rebound in food prices.. Mexico:...
316 Views