Family Time.

Lots and lots of “winning.”


‘Gains Are Like An Escalator, But Losses Are Like Going Down A Lift’: More Warnings On EM FX

“…it will get really bad if the Fed is hiking when growth is slowing.”

Confucius Say.

Good lord.

Bitter Coffee.

A spoonful of sugar, helps the medicine go down.

Meet Me In Sintra And Mind The Oil Slick: Full Week Ahead Preview

Ironies, cartels and trade wars.

There’s A ‘Big Problem’ In Emerging Market Liquidity And Here It Is…

(Back) down the liquidity rabbit hole.

‘Plain English’.

Do you speak it?!

Give Peace (And Quiet) A Chance

Holding pattern as market awaits the Fed.

The ‘Most Important Week Of The Year’? Full Week Ahead Preview

I doubt it, but as Trump would say, “we’ll see what happens”…

Jerome Powell Is Sorry, Not Sorry. What To Expect From The Fed Meeting

The main event cometh.

No Resolution.

Aaand that’s the week.

Tipping Dominos At 4 A.M.

Sour mood headed into a risky weekend.

Sittin’ On The Dock Of The Bay.

This should have been an uneventful day, but alas.

‘Heavy Hikers’ And EM Basket Cases: Turkey And Argentina On The Brink

Do note that this is no trivial/esoteric/academic debate.

Urjit Patel And The Dollar Liquidity Shortage Debate

The “double whammy” problem.