Dodging Bullets: Full Week Ahead Preview
Around the world in 2,100 words.
Around the world in 2,100 words.
“There are many risks out there.”
Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.
So what about the September Momentum rally and the idea that hedge funds will keep “grabbing” for exposure?
Hint: not retail investors.
A full docket.
The pain was widespread.
“Fundamentals mean very little at this stage”.
It’s not over.
“…this war has turned into a financial war.”
The tide is going out.
Fragile. Handle with care.
“…they’re selling the coin, or the, the corn.”
It’s raining, it’s pouring…
Wednesday is a disconcerting day for emerging markets.Â
Turkey’s woes are not any semblance of “contained”.
Lost in the shuffle, but not for long.
It’s not without risks, of course.
“Agriculture is a giant, and it takes awhile to wake it up, but when it wakes up you better watch out.”
“For us, this is supremely important.”
“Unfortunately, the rhetoric has morphed into reality, and a series of tariffs and counter-tariffs have gone into effect.”
“This benefits no one.”
Prepare to be harangued with tales of international conspiracies from newly-minted Sultan Recep Tayyip ErdoÄŸan.Â
“Buy the dip” is now “sell the rip”, don’t ya know?
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