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Olduvai III: Catacylsm
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Dollar-Denominated Corporate Time Bomb Set to Blow

Dollar-Denominated Corporate Time Bomb Set to Blow Emerging economies around the world are already feeling the first pangs of withdrawal as fast yield-chasing investors send their funds back to the U.S. in anticipation of higher Treasury yields and a further appreciating dollar. In Mexico, the central bank has just published its balance of payments data […]

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Indonesia Impaled: Currency Crashes To 1998 Asian Crisis Low As Exports Crater

Indonesia Impaled: Currency Crashes To 1998 Asian Crisis Low As Exports Crater On Monday we laid out the rather dire road ahead for the world’s emerging economies in the face of China’s entry into the global currency wars. The path ahead is riddled with exported deflation and decreased trade competitiveness for a whole host of emerging economies […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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