Saudi Arabia: Scaling New Heights
Saudi Arabia is the 2nd largest country underweight in EM. On average, GEM active managers are underweight Saudi by -2.49%, with 79% of funds not...
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Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
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Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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The Rot Deepens in Saudi Arabia, Threatening the Efficacy of the Trump-MbS Alliance
The gruesome Jamal Khashoggi murder -- allegedly perpetrated inside the Saudi consulate in Istanbul (Turkey) by 15 Saudi special agents, at least 4...
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Week Ahead in Global Macro: US CPI, UST Auctions, China Activity, Norges Bank, NZ GDP
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Strategic short US Treasury 10s on a...
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