The Drill: Commodities post Trump election
The Drill: Could nuclear be the next Trump bet? This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has...
147 Views
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
242 Views
Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
303 Views
Positioning Watch – How Is Positioning Looking Ahead of the Election?
Hello everyone, and welcome back to our weekly positioning update. The center of attention currently is the ongoing rise in both US and UK yields,...
239 Views
EM Watch: The Non-Feasible Return of the EM Carry Case Amidst a Global Slowdown
Welcome to our weekly EM Watch, where we examine Emerging Markets (with a particular focus on China) through the lens of Western investors. It’s...
485 Views