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Category: emerging markets

Turkey’s ‘Stunning’ Rate Hike And The Folly Of Misreading Autocrats

September 24, 2020September 24, 2020

Believe it or not, Recep Tayyip Erdogan let Murat Uysal hike rates on Thursday. Turkey careened

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Carte Blanche.

June 5, 2020June 5, 2020

“The mood remains ‘risk on'”.

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oil3 Comments on Carte Blanche.

‘The Air Remains Thick With Caution’: Emerging Markets Stare Down Crises In Brazil, Hong Kong

May 24, 2020May 24, 2020

“We’ll see an HBO special about it ten or 15 years from now”.

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5 Comments on ‘The Air Remains Thick With Caution’: Emerging Markets Stare Down Crises In Brazil, Hong Kong

Meanwhile, In Turkey…

May 21, 2020May 21, 2020

Of “foiled” plots and valuable, gas-rich allies.

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‘No Doubt Global Trade Is About To Fall Off A Cliff,’ One Bank Says, As Global Trade Falls Off A Cliff

May 20, 2020May 20, 2020

There is “no sign of the trade slump bottoming out”.

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3 Comments on ‘No Doubt Global Trade Is About To Fall Off A Cliff,’ One Bank Says, As Global Trade Falls Off A Cliff

The Virus Is Changing, It’s Bad In Brazil And Mike Pompeo Pokes The Dragon (Again)

May 20, 2020May 20, 2020

“How can the market invest in a nation that does this?”

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5 Comments on The Virus Is Changing, It’s Bad In Brazil And Mike Pompeo Pokes The Dragon (Again)

Royal Reckoning: Saudi Arabia Faces Daunting Reality After Crude Crash

May 2, 2020May 2, 2020

Nothing says this has to dead end in some kind of dramatic fiscal fiasco, but…

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oil11 Comments on Royal Reckoning: Saudi Arabia Faces Daunting Reality After Crude Crash

Meanwhile, Turkey Plays With Fire

April 22, 2020

The “or else” approach.

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1 Comment on Meanwhile, Turkey Plays With Fire

An EM Crisis Is Not ‘Coming’ – It’s Already Here, One Bank Says

April 17, 2020April 17, 2020

“An EM crisis is not an abstract possibility – it is the current reality”.

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1 Comment on An EM Crisis Is Not ‘Coming’ – It’s Already Here, One Bank Says

Are Emerging Markets ‘The Next Imminent Disaster’ In Pandemic? Marko Kolanovic Answers

April 16, 2020April 16, 2020

The “next shoe to drop”? Maybe not. And here’s why.

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The World Desperately Needs More Dollars. And The IMF Knows It.

April 7, 2020April 7, 2020

The swap lines aren’t enough. And neither is the foreign repo facility.

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3 Comments on The World Desperately Needs More Dollars. And The IMF Knows It.

Coronavirus Worry Shifts To South Korea. Situation ‘Very Grave’ In Daegu

February 20, 2020February 20, 2020

“We plan to test all believers of that church”.

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3 Comments on Coronavirus Worry Shifts To South Korea. Situation ‘Very Grave’ In Daegu

Emerging Market FX Looks Vulnerable As Commodity Plunge, Virus Worries, Idiosyncratic Risks Are Noxious Mix

February 7, 2020February 7, 2020

A helpful reminder at a delicate juncture.

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1 Comment on Emerging Market FX Looks Vulnerable As Commodity Plunge, Virus Worries, Idiosyncratic Risks Are Noxious Mix

‘Sooner The Better’: Central Banks Hand Out Antivirals In Southeast Asia

February 5, 2020

“Adjustments” are needed.

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Eight Months After Bear Market, Erdogan Drives Real Rates Negative As Local Stocks Boom

January 16, 2020January 16, 2020

You can’t keep a “good” autocrat down.

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

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  • Book Closes On Credit Suisse After 167 Years
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    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
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Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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