-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 1,220 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: Emerging Markets
The Emerging Markets 30-30 Club
Demographics are destiny and increasingly becoming the defining narrative of the global economy. Japan’s aging population is blamed for much of the country’s economic woes. Doomsters predict economic Armageddon as the world goes gray. We put together a nice data … Continue reading
Posted in Demographics, Economics, Uncategorized
Tagged 30-30 Club, Country median age, Economic Growth, Emerging Markets, Global Demographics
1 Comment
Shanghai Breakout
Man, emerging market equities are in total beast mode. The emerging markets index MSCI Ishares ETF (EEM) is up almost 30 percent on the year. Turkey and Argentian up almost 40 percent. India, Brazil, and Korea almost 20 percent. Emerging … Continue reading
The Gold-Bond Correlation And Other Macro Observations
We have posted several pieces over this year noting the high correlation of gold and 10-year bond futures. See here, here and here. Here is how the gold ETF (GLD) and the Treasury ETF (TLT) have moved together over various … Continue reading
Posted in Bonds, Gold, Monetary Policy, Uncategorized
Tagged bonds, Emerging Markets, Gold, Monetary Policy
10 Comments
Week in Review – August 18
Stock Indices Argentina stocks up big after the ruling coalition did better than expected in primary legislative elections last Sunday. Emerging markets generally better bid than DMs. Europe traded better as it looks the mighty Euro is taking a rest … Continue reading
Posted in Bonds, Commodities, Currency, Equities, Uncategorized
Tagged bonds, Commodities, Currencies, Emerging Markets, Stocks, Zinc
Leave a comment
Current Accounts of EM “Fragile Five” Improving
The improvement in emerging-market fundamentals can most easily be seen in the current-account deficits among Morgan Stanley’s so-called “fragile five,” a group of nations the bank identified in 2013 as being particularly vulnerable to higher global rates. The gap reached … Continue reading
Posted in Economics, Uncategorized
Tagged Brazil, Current Account Balances, Emerging Markets, Fragile Five, India, Indonesia, South Africa, Turkey
Leave a comment
Emerging ‘earthquake’? – FT
An earthquake is approaching in emerging markets, according to Alberto Gallo, head of macro credit research at RBS. He explains to the FT’s capital markets editor, Dan McCrum, his worries and why Brazil is one of the most exposed countries. … Continue reading
Who is most exposed to China slowdown? – FT
The countries most exposed to China’s slowing economy are not necessarily those you’d expect. Nikolaos Panigirtzoglou, global market strategist with JPMorgan Investment Bank, talks to the FT’s capital markets editor Dan McCrum about the banking, investment and trade links that … Continue reading
Emerging markets risky but no implosion – FT
Falling commodity prices, large current account deficits and politics are three problems undermining emerging markets. James Mackintosh, investment editor, on which countries are most at risk and whether for investors it’s a risk worth taking. For more video content from … Continue reading
Greenspan conundrum in reverse – FT
The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading
Emerging market turmoil – FT
For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)
Global Macro Monitor 