We’re Devolving: “It Used To Be That Politics Only Trumped Econ In Emerging Markets – Not Anymore”

We’re Devolving: “It Used To Be That Politics Only Trumped Econ In Emerging Markets – Not Anymore”

If you were following along on Sunday, you already knew what SocGen's Kit Juckes was going to be writing about on Monday morning. Yesterday, in "It’s The Politics Stupid! BIS Flags A 'Scary' Change In The Market’s Mindset," we talked a little bit about a set of charts that showed up in the BIS's annual report. Here are those charts: So that's basically an illustration of the market's heightened sensitivity to political shocks relative to monetary policy meetings and it didn't sit well wi
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