“…the three channels of downward pressure on the RMB are now restricted.”
Category: Markets
Progress? China Says It’s Sending Delegation To U.S. This Month To Talk Trade
“The Chinese side reiterates that it opposes unilateralism and trade protectionism and does not accept any unilateral trade restrictions.”Â
Turkey Gets $15 Billion Bailout Promise From Qatar: Here’s What It Means
A durable alliance.
Blood In The Water: Here’s Why The Emerging Market Rout Is Dangerous
Wednesday is a disconcerting day for emerging markets.Â
Tencent’s Hard Landing Is Stark Reminder Of Tech’s Fallibility
It’s time to quote Howard Marks again…
After Second Worst Week In A Quarter Century, Turkey Engineers Lira Bounce With Swaps Crackdown
It’s probably fair to say that everyone’s TRY forecasts are “under review”.
To Spillover Or Not To Spillover, That’s The Question
“Spillover”, “contagion”, “transmission”, etc. etc.
One Bank Warns: ‘Forget Turkey, Asia Is The Elephant In This Room’
“As the tide of excess liquidity recedes, EMs like South Africa will begin to pay the heavy price of this misallocation of credit.”
Lost Arms, Cut Beards And Untrustworthy Dollars: Just Another Day In Turkey’s Burgeoning Crisis
This has descended into farce, which is precisely what you’d expect…
Battle Of The Stable Geniuses: Erdogan Boycotts iPhones, Says Everybody Wants A Vestel Venus Now
Recep Tayyip Erdogan has a plan.
Assessing ‘Narrow’-Mindedness In Markets
FAANGs and such.
‘Perhaps – Finally – Realistic’: Five Years Later, One Man’s Carry Trade Prophecy Comes True
Bad things come to those who wait.
Argentina Races Thunderstorm With Monday Panic Hike
“They had to do something”.
Let’s Check In On Turkish Banks, Because Realistically, How Bad Could It … Oh, No.
It’s not looking great, but again, valuations are cheap!
Emerging Market Crisis Beckons As Currencies Shudder Amid Lira Drop
Turkey’s woes are not any semblance of “contained”.
Turkish Delight: Full Week Ahead Preview
Pray for Turkey.
Lira Collapses Anew As Erdogan Digs In, Tempts Fate
“Turkey will not convert or seize FX deposits.”
‘I Dare You’: Erdogan Sets Stage For Outright Collapse In Turkey With Sunday Speech
“We see the game you are playing; we dare you.”
What $335 Billion In AUM Says About The Future For Emerging Markets, The Yuan And The Trade War
I think the “oranges” may “know” more than they think.
Don’t Forget About Russia
Lost in the shuffle, but not for long.
As Turkish Banks Struggle To Meet FX Demand, Emergency Meeting Scheduled For Saturday
Get ready for capital controls.
Who’s Really ‘Winning’ The Trade War? The Truth Behind The Rhetoric
Make sure you know the whole story.
‘This Is Not Going To End Well’: Turkey Isn’t EM’s Bellwether, But Brace For Impact Nonetheless
“…markets need to be prepared for a hard landing in the economy, corporate defaults on foreign currency debt, and possible bank failures.”
Core Inflation Rises At Fastest Pace Since 2008, Setting Fed On Collision Course With Trump
What could go wrong with this setup?
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