EM by EM 41: Fearing the Fury but Fading the Fear
Takeaways:We maintain a bearish outlook on MXN, questioning the effectiveness of Banxico’s efforts in light of a bleak economic outlook. We...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
213 Views
EM by EM #40: Chinese Promises and Mexican Traps
Key takeaways:The Chinese rally seems driven by talk rather than action- a warning to bulls as it is could reverse as swiftly if the rumours...
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EM by EM #38: Inflation Returning with a Vengeance?
Increased freight rates could lead significant players in China to delay imports and turn to local demand, depleting existing stockpiles. In the...
205 Views
EM by EM #34: Xi’s Whip and Powell’s Kneeling
Despite aiming for growth, China won’t employ potent fiscal or monetary policies; instead, the focus is on boosting confidence and shaping a...
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