Tag Archives: Emerging Markets

Checking In On The Indicator Species

How are the indicator species of the global monetary ecosystem doing? Emerging markets and commodities are the first to feel the impact of tighter global liquidity.  – GMM, “Feels Like 1997,”  August 15th Charlie, once again, hits it out of the … Continue reading

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EM Debt Flows

Hat Tip:   @tracyalloway

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Other Fowl Plays In The Emerging Markets

Fowl Play? The Twisted Linguistics of Turkey American turkeys and African guinea fowl, victims of Portuguese vagary, became inextricably mixed. Today the geographically garbled turkey is known as dinde (from poule d’Inde or chicken of India) in France, kalkoen (from Calicut hen) in the Netherlands, and indjushka (Indian … Continue reading

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Week In Review – August 17

Summary Turkey continues to get crushed across the board with 10-year blowing out another 40 bps on the week to over 21 percent EM bond markets hammered U.S. credit continues to behave well Euro periphery spreads widening with Italy out … Continue reading

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Swan Lake – June 21

The euro periphery was rocked today by the rise to power of two populist Eurosceptic political powers, which has called into question the country’s membership in the euro.   Italian 10-year sovereign spreads out 22 bps.   Euro banks weaker EM EM … Continue reading

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Swan Lake – June 12

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM Euro sovereign spreads were stable today.  The Italy … Continue reading

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Swan Lake – June 4

The recovery in the European periphery continues. Sell-offs when markets are in bullish mode now seem to act as an centripetal force to move financial assets back to their central point of bullish with great velocity.  Similar to a gravity … Continue reading

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EM – The Indicator Species Of Tighter Global Money?

Interesting discussion on EM last week on Bloomberg TV. See our comment yesterday on EM as one of the indicators species of tight global monetary policy.

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COTD 2.0: Gross Public Debt – AEs vs EMs

(COTD = Chart of the Day)

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COTD: Emerging Markets Are The Future

In case you missed it,  emerging market and developing economies, based on purchasing power partity international dollars, now exceed the advanced economies (AEs).  They crossed the Rubicon in 2007 and even excluding China will exceed in the AEs next year … Continue reading

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