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Tag Archives: emerging markets
Cristina Takes on Financial Times in Multi-Platform BRICS Tirade
Cristina Takes on Financial Times in Multi-Platform BRICS Tirade Cristina has been on the media warpath against a perceived attack on emerging markets. This Monday, Cronista republished (in Spanish) an article from the Financial Times titled, “Emerging Markets: Fixing a Broken Model.” The article is long, a bit on the dry side, hardly sensational and […]
Globalized Crisis
Globalized Crisis If there is a bright side to the turmoil that has roiled the global economy since 2008, it is that not every part of the world has erupted simultaneously. The first blow was the subprime mortgage crisis in the United States, to which Europeans responded with self-satisfied reflections on the superior resilience of […]
Will the Fed Have to Save Emerging Markets with QE4?
Will the Fed Have to Save Emerging Markets with QE4? The risk-off tide is rising, and sand castles of QE will only hold the tide back for a brief period of apparent calm. A funny thing happened on the way to permanently expanding global markets: unintended consequences. Borrowing cheap, abundant U.S. dollars seemed like a good […]
The “Great Accumulation” Is Over: The Biggest Risk Facing The World’s Central Banks Has Arrived
The “Great Accumulation” Is Over: The Biggest Risk Facing The World’s Central Banks Has Arrived To be sure, there’s been no shortage of media coverage regarding the collapse in crude prices that’s unfolded over the course of the past year. Similarly, it’s no secret that commodity prices in general are sitting near their lowest levels […]
How China Cornered The Fed With Its “Worst Case” Capital Outflow Countdown
How China Cornered The Fed With Its “Worst Case” Capital Outflow Countdown Last week, in “What China’s Treasury Liquidation Means: $1 Trillion QE In Reverse,” we took a look at the potential size of the RMB carry trade, noting that according to BofAML, the unwind could, in the worst case scenario, be somewhere on the […]
The Most Astounding Credit Binge in History
The Most Astounding Credit Binge in History Stripped Gears DELRAY BEACH, Florida – “The Donald” breathed a sigh of relief yesterday. He and other rich people got a break from the beating they’ve been taking: Stocks bounced, with the Dow ending yesterday’s session up more than 600 points. The gears have been stripped, and they […]
Global Markets to Fed: No Rate Hike, the Strong Dollar Is Killing Us
Global Markets to Fed: No Rate Hike, the Strong Dollar Is Killing Us Global markets are puking at the prospect of higher yields in the U.S. There are many reasons for global markets to melt down, but one that doesn’t get enough attention is the strong dollar. In effect, global markets are telling the Federal Reserve: don’t […]
Deutsche Bank Sums It Up “The Fragility Of This Artificially Manipulated Financial System Was Finally Exposed”
Deutsche Bank Sums It Up “The Fragility Of This Artificially Manipulated Financial System Was Finally Exposed” Today’s dose of vile tinfoil hattery magick comes straight from the bank with the cool $55 trillion or so in derivatives, Deutsche Bank: The fragility of this artificially manipulated financial system was exposed over the last couple of days of […]
Oil Price Collapse Triggers Currency Crisis In Emerging Markets
Oil Price Collapse Triggers Currency Crisis In Emerging Markets Emerging market currencies are getting slammed by the collapse in commodity prices, a downturn that has accelerated in recent weeks. The health of many middle-income and emerging market economies has been predicated on relatively strong commodity prices. A whole category of countries achieved strong growth by […]
Is The Oil Crash A Result Of Excess Supply Or Plunging Demand: The Unpleasant Answer In One Chart
Is The Oil Crash A Result Of Excess Supply Or Plunging Demand: The Unpleasant Answer In One Chart One of the most vocal discussions in the past year has been whether the collapse, subsequent rebound, and recent relapse in the price of oil is due to surging supply as Saudi Arabia pumps out month after […]
Turkey On The Brink As Calls For Martial Law, Civil War Send Lira Plunging Again
Turkey On The Brink As Calls For Martial Law, Civil War Send Lira Plunging Again For anyone who might have missed it, Turkey is quickly descending into chaos on all fronts. The lira is putting to new lows against the dollar on a daily basis as confidence suffers from a worsening political crisis which began […]
It Starts: Broad Retaliation Against China in Currency War
It Starts: Broad Retaliation Against China in Currency War The biggest global “tail risk” is China’s deteriorating economy and an emerging market debt crisis, according to BofA Merrill Lynch’s monthly poll of fund managers. And 48% of them were expecting the Fed to raise rates, despite languid growth and low inflation expectations. Hot money is already fleeing emerging […]
23 Nations Around The World Where Stock Market Crashes Are Already Happening
23 Nations Around The World Where Stock Market Crashes Are Already Happening You can stop waiting for a global financial crisis to happen. The truth is that one is happening right now. All over the world, stock markets are already crashing. Most of these stock market crashes are occurring in nations that are known as […]
Emerging Market Currencies To Crash 30-50%, Jen Says
Emerging Market Currencies To Crash 30-50%, Jen Says Less than 24 hours ago, we argued that although it might have seemed as though Brazil hit rock bottom in Q2 when it suffered through the worst inflation-growth mix in over a decade, things were likely to get worse still. The country, which is also coping with twin deficits […]
