Welcome to Inflation III – Looks like Fiscal Dominance
John H. Welch
The monetary reaction to the failure of regional banks starting with SVB looks like that experienced in many Emerging Market countries, namely Brazil and Argentina.
LATAMsee more…
The Hive World Cup Survey
Sam van de Schootbrugge
To give a taste of how each team (and their country) will fare, we’ve asked our network for their views. We’ve asked people the following questions...
BRL is Cheap, But Not Yet a Buy
Reuven Benichou
Brazil’s financial markets have tumbled this week tumbled after President Jair Bolsonaro’s 19 February decision to fire the...
Why the Mexican Peso Could Perform
Reuven Benichou
Emerging markets (EM) have become a big focus for investors in recent weeks. While EM markets may initially rally in tandem, as time goes...
