Are Emerging Markets A Lost Cause?
Occasionally, someone’ll ask for my opinion on emerging markets, where that almost always means EM
Occasionally, someone’ll ask for my opinion on emerging markets, where that almost always means EM
The Red Sea won’t become a “no-go area.” That’s according to UK Defense Secretary Grant
Earlier this week, I noted that money market funds are throwing off an estimated $22
Last week, during an interview with The Times of India, Jamie Dimon characterized 7% Fed
Jamie Dimon was in the news on Tuesday for the not-exactly-groundbreaking observation that Fed funds
The OECD is concerned about the outlook for the global economy. That’s a tautology depending
Tuesday was a product launch day for Apple. In the normal course of business, I
An eye for an eye famously leaves everyone blind, but if I’m honest, I’ve never
Xi Jinping, self-described champion of multilateralism and renowned advocate for international cooperation, is skipping the
This time last year, “some” analysts (where that actually means a money market specialist with
Is it time to bet on commodities again? Already riding a huge run-up from the
For the first time since Russia invaded its neighbor, Volodymyr Zelensky spoke to Xi Jinping.
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
SoftBank and Prosus are selling more Alibaba and Tencent. That’s not the best news if
Emmanuel Macron was in China Wednesday visiting Xi Jinping. Tsai Ing-wen was in Los Angeles
“There’s nothing there for you. You know that, right?” She was on her second glass
A week ago, Volodymyr Zelensky welcomed Joe Biden to Ukraine. A day later, Sergei Lavrov welcomed
Surprise! Americans spent more than economists anticipated last month, and inflation ran hotter than expected.
“Providing material support to Russia or assistance with any kind of systemic sanctions evasion would
On Thursday, I characterized mainstream financial media coverage of the Gautam Adani “fraud” allegations as
This’ll sound callous: There’s no utility left in lamenting the worsening trends in global inequality.
I assume this is obvious, but what’s obvious to me isn’t always clear to the
The balance of news flow out of China was anything but encouraging Monday, but don’t
Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
Three years ago, when Donald Trump sanctioned Ayatollah Khamenei, I described the decision as “about
“The problem of exporting grain from Ukraine does not exist,” Vladimir Putin said Friday, during
When it comes to hedging macro risks, there is no alternative. To commodities. That’s one
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