Emerging Market Crisis Is Looming
After having hit much of Asia, a second wave of the coronavirus outbreak is hitting the EU and the US, with a slump in world economic growth as a result. […]
Argentinian Shares Are Very Cheap, But Big Risks Remain
A dire economic situation with a shrinking economy and serious inflation was already buffeting the Argentinian stock market, but this became dramatic after a surprise election loss of the government. […]
Tariff Man Strikes Again
There are compelling reasons to assume that the U.S. goals in the trade dispute with China go way beyond just trade. The real goal is likely to slow the economic […]
What Trade War Are We Having Will Determine What Happens To The Markets
Either President Trump wants to be able to announce a victory, or we are witnessing the first innings of a hegemonic clash between the existing and rising superpower. If the […]
The U.S. Is Ignoring The Progress China Has Made
China has a reputation for being a currency manipulator, having mercantilist trade practices, glaring disrespect for IP and depending on exports for growth. While these things were all true in […]
A New Argentinean Default?
While the Macri government was dealt a very bad hand in terms of the economic situation they inherited, a large debt is not one of these. In a time span […]
What Does The U.S. Want From China?
The US government wants the Chinese to respect US intellectual property and a lower bilateral trade deficit. Unleashing a trade war isn’t likely to bring these goals closer, in fact […]
Start Crying For Argentina
Argentina’s public spending spree is finally catching up with the country. By liberalizing the capital account before taking care of the fiscal and current account deficits, the present government has […]
A Very Familiar Crisis
Turkey is suffering from a classic emerging market crisis caused by gorging on dollar denominated debt. The backdrop environment is worsening, with higher US interest rates and a higher dollar. […]
Crisis In China?
The Chinese economy is already slowing down, its stock market is crashing, its currency sinking and authorities are cracking down on leverage. And on top of that the US has […]