But still, read it.
Category: emerging markets
Canary Tipping And Dynamite Fishing
“There are many ‘canaries’ that are starting to ‘fall over’ – hence we are deeply concerned about current market conditions. “
Nuclear Football.
And that’s the week.
‘It All Makes Sense When You Look At It Right’: The Dollar, Yields, Oil And The EM Bloodbath
“…you gotta like, stand back from it, you know”.
The Day After.
One day on…
Trader Asks: Emerging Market ‘Meltdown’ Or Much Ado About Nothing?
“The start of something? Or much ado about nothing?”
Hold My Beer While I Poke This Hornet’s Nest.
Well, he did it.
Argentina Looks To IMF For $30B Credit Line Amid Run On Currency
Anyone want to try and predict what comes next here?
Problems Are Emerging.
Who said EM meltdown?
Who’s Doing The Selling In Emerging Markets? It’s The ‘Smart’ Money, Stupid.
Trade accordingly.
Or actually don’t – because if the above is right and you sell, then you’ll end up exacerbating the situation
The ‘Enemy Of Interest Rates’ Is Not Holding The Turkish Central Bank Hostage, Why Would You Say That?
But hell, I don’t know. Maybe I’m just a scheming “Gulenist tool” like Preet Bharara.
And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview
So yeah, cue the mascot minefield meme.
In The Meantime.
And that’s the week.
Riders On The Storm(y).
Turn on your wipers.
Nasty Places.
We gotta get out of this place.
Cracks In The Carry Trade
“For the first time since the start of 2016 (when the risk-on phase started), dollar liquidity has rolled over.”
‘Dragon Energy’.
That’s one “very cool” holding pattern.
Bad Things Come In 3s.
This was just the kind of day that makes you dread the rest of the week.
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Truly Fine Gentlemen.
In good hands.
‘Oh, My God’: Full Week Ahead Preview
Plenty to fret about (and laugh at).
Quarter Back.
It was only fitting that the quarter should close in dramatic fashion for U.S. equities.
‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’
“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”
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