Is Brazil a hideout in the current environment? How will Italy refinance its debt? Is it time for CNY to head lower? Have we seen the top in DAX? And will the banking crisis move to Europe? Find the answers here.
EM by EM #6 – is Brazil still attractive?
Having commenced this series with a bullish perspective on Brazil, it has now been approximately two months since my initial analysis. As I reassess the situation, I contemplate whether the trade is losing momentum or if there are still untapped profits to be seized.
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Something for the Espresso: More hiccups or will JPOW & Lagarde sleep tight?
We suspect both Powell and Lagarde to be content with today’s releases but perhaps the cycle fools everyone again?
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EM by EM #1 – Time to buy Brazilian sovereigns?
While the global macro wheel is heading for a slowdown, could Lula prove to be the least anticipated fiscal hawk given the current state of affairs?
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