“Already in the bag”?
Category: emerging markets
‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
RBI’s Credibility Goes Up In Smoke As Urjit Patel Decides ‘Now’ Is As Good A Time As Any To Resign
Undisclosed “personal” issues and such…
Watch This ‘Key Barometer’ Following Trade Truce
If you like a little nuance…
‘The Big Low’: Analyst Who Predicted Short Vol. Blowup Delivers Top Trades For 2019
“The Big Low” and a “V-shaped trajectory”.
Here Is Marko Kolanovic’s Take On Friday’s Clarida/Trump Doubleheader
Light at the end of the tunnel?
U.S. Midterm Results Offer Hope To Long-Suffering Emerging Market Bulls
Is this the catalyst emerging markets needed?
Mr. Market Is ‘Too Depressed’ On Emerging Markets, One Firm Says
“It’s almost a free lunch”…
Requiem For October.
Another bad dream.
Why October’s Selloff Doesn’t Look Systemic
Maybe this isn’t “the big one” after all.
SocGen’s Swans Are Back And They Have Grown Since June…
It’s that time again.
European High Yield Faces Two-Headed Hydra From Italy, EM FX
There are so many self-referential dynamics in play here that it will make your head spin.
And Now, Everybody Will Buy Everything Related To Brazil …
Who’s excited?!
Dollar Guns For Best Streak Of The Year Ahead Of Make-Or-Break Jobs Report
Can you feel the tension?
Goldman Traced The History Of S&P Divergences – Here’s What They Found…
What does history tell us?
‘Don’t Get Caught Short Into October’s Cyclical Melt-Up 2.0’, Nomura’s McElligott Warns
“The pieces are in place”.
Now Hiring: Full Week Ahead Preview
Another week, another litmus test…
‘What Is Going On?’ One Bank Sifts Through The Noise
“At the risk of over-simplification, and to misquote James Carville, it’s the US economy, stupid.”
Racing A Thunderstorm: Indonesia’s Fifth Rate Hike Since May Underscores EM Fed Angst
Well, you can’t say they aren’t trying.
What To Expect From The Midterms And The Convergence Trade, According To Marko Kolanovic
Reading the tea leaves.
Goldman Asks: What’s So Special About The Dollar, Anyway?
This is the dollar’s “key statistical property”.
One Bank Takes A Wrecking Ball To ‘Global Liquidity Shortage’ Narrative
“Are central bank balance sheets really shrinking at all?”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Hostage Situation: Full Week Ahead Preview
“Hand over your trade policy and I’ll release global markets”…
Out Of The Woods? At The Crossroads Of An Emerging Market Crisis
After a pivotal week, where to?
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