Holding pattern as market awaits the Fed.
Category: emerging markets
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.
Everything Should Be Fine ‘After The Election’: Inflation Surges In Turkey, All Eyes On More Hikes
Don’t worry, eeeeeverything will be fine “after the election.”
With Friends Like You.
Who needs allies, anyway?
Will Italy And Emerging Markets Stop The Fed’s Hiking Cycle? Goldman Answers
The bar is high. Or is it?
I Know You Want To, But Don’t Ignore This Out-Of-Cycle Wednesday Rate Hike
Lost in the shuffle, but perhaps unjustifiably so.
A Ray Of Sunshine For The Carry Trade On An Otherwise Stormy Day
Color me skeptical. Curb your enthusiasm. And all that…
‘Unfortunately, He Isn’t Going Anywhere’: After Worst Week Since Crisis, Lira Surges On Central Bank Announcement
If there were such a thing as Turkish monetary policy Twitter, I don’t think “#Winning” would be something tweeps would employ very often.
Shaking The Tree: The Fed, ‘Overripe Fruit’ And A Half-Full Snifter
If you’re a snifter is half-full (of Hennessy) type…
‘Thwarting This Game Together’: Of Burnt Turkey, Emerging Markets And Dollars Under Pillows
“I see the game that is being played.”
‘This Screams Fed Tightening & Late Cycle’
One bank has a message for you…
Sincerely Yours. 😥
Oh well. 😥
Tom And Jerry.
No shortage of entertainment on Wednesday.
A Not-So-Brave New World: What’s The Difference Between Markets During QE And Now?
Any bids on BTPs and/or the lira?
Out Of The Frying Pan, Into The Fire: Full Week Ahead Preview
Trade war canceled, Trump demands DoJ investigate itself, Italy goes to the populists and Venezuela has an “electionâ€.
A Visual Guide To The Strong Dollar-EM- Fed Hike Causality Chain
Around the world and back again.
Cliffhanger.
And that’s the week.
‘We Might Have To Cut ‘Em Loose’: There Are Worse Things In The World Than An Emerging Market Rout, Right?
“I gotcha, I gotcha … oops.”
When “selections” become “choices” again, we have to decide whether that’s ultimately a “bad” turn of events or whether it’s just an inevitable (and ultimately desirable) consequence of a return to two-way markets.Â
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