Other Emerging Market Dominoes Set to Fall
* USD has increased 4.4% quarter-to-date and highlights rising pressure on emerging markets, and the threat of an incredibly painful short...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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Inflation Ticking Up Globally - Some Major EMs Are Oversold
India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong...
262 Views
Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
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Political Issues Rattle EM Currencies and Markets
Investors Rattled by Political Concerns in Major EMs - Some Oversold Emerging Market Currencies and Markets - Broad weakness driven by...
283 Views