Surprise!
Category: emerging markets
These Four Charts Illustrate American Exceptionalism In 2018
Somehow, this will resolve itself.
This Hasn’t Happened To Asian Stocks In 16 Years – So Is It Time To Buy?
More falling knives.
Tightening Tantrums, Cycle Highs And A Look Ahead To 2019
“From there, it’s about October’s large Quantitative Tightening impulse”.
CDS Is Grossly Disconnected From EM, So Now Is A Great Time For A CDS ETF!
All you can do is shake your head.
Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Pepe Silvia.
“There are many risks out there.”
‘The Worst Possible Time’: Dmitry Medvedev Decides Now Is As Good A Time As Any To Sink His Own Currency
There’s trouble in paradise, and by “paradise”, I mean Russia.
‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
As Dollar Strength Returns, FX Traders Should Listen To Their Tennis Coaches
“In FX too, the ‘winner’ is the currency that doesn’t lose.”
Emerging Markets Suffer Fresh Blow As South Africa Falls Into First Recession Since 2009
Some were surprised, some weren’t.
King Dollar Versus The Anti-Poles
Long live the king?
One Bank Knows Who Was ‘Responsible’ For The August Emerging Market Bloodletting
Hint: not retail investors.
Battered And Bruised After Rough Month, Emerging Markets Warily Eye The Road Ahead
The pain was widespread.
For Indonesia, It’s Back To 1998 As ‘Nobody Wants To Mess With Uncertainties’
“Fundamentals mean very little at this stage”.
Turkey Tries Again To Put Brakes On Lira Collapse As Trump Piles Shame On Erdogan
“Too dear to my heart.â€
Tencent’s Latest Terrible, No Good, Very Bad Day Comes At Just The Wrong Time
Bad news, sports fans.
There’s Blood In The Water For Emerging Markets – Again
It’s not over.
‘Say Hello To My Little Friend!’ Argentina Hikes Key Rate To Cartoonish 60% As Peso Breaches 40
Spoiler alert: It probably won’t work.
Argentina’s Peso Crashes As Macri Asks IMF To Hurry Up With More Bailout Money
That wasn’t what the market wanted to hear.
Meanwhile, In Turkey …
“In case you were wondering whether the news is getting any better for Turkey, the answer is ‘no.'”
Tennessee’s State Retirement System Feels The Pain As Turkey ETF Crashes 50%
“Inflammatory and stupid”.
One Bank Says U.S. Midterms Will Spark Emerging Market Rally And Then…
Expect a reprieve, but beware 2019.
Psychological Overhang: Full Week Ahead Preview
U.S. politics and trade are likely to dominate the headlines this week.
Turkish Tech Minister Says Maybe Digital ‘Barter System’ Might Work If Trump Weaponizes Dollar
“…this war has turned into a financial war.”
Liquidity Drain And The ‘Still Playing Non-Stop Event Risk Cabaret’
The tide is going out.
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