The U.S government will shut down on Sunday when FY23 funding elapses with no spending bill to replace it. This is how we assess the shutdown unfolding and how it will affect the outcome of the final 2024 budget.
EM by EM #18 – Why Jackson Hole is more important than Johannesburg
Finance Journos are busy flying this week. But what is going on with BRICS & the FED? EM’s care more about the latter this week
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Outside the Box #10 What if China favors bridges over credit cards once more?
The West sent checks, while China focused on supply-side policies in response to Covid. But what will Beijing do now?
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EM by EM #8 The Indian elephant in the room- will it keep holding up?
In this current cycle, India has emerged as a favorite among emerging market investors. But are we seeing a bubble similar to Japan in the 1980s? Or will India be successful in replicating the success of China? While we maintain a positive outlook – India counterintuitively is not cheap.
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EM by EM #7 Is Turkey to TRY a pivot?
As the Lira is trying to outcompete the depreciation of the Venezuelan Bolivar and the volatility of dogecoin, we provide our view and assessment of the near-term impact of Erdogan’s narrow victory. Markets were not impressed by the outcome but will the skepticism remain the prevailing narrative?
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Europolitics watch #2: The Tory Tragedy isn’t about division – it’s about defeatism
12 years of civil war in the Conservative party has trapped Rishi Sunak in a doom-loop between economic crisis and a defeatist Tory MP group. Will the 2024 general election clear the path for reform?
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The Great Game #6 – European Gas Drought?
Will the new price cap drive Europe into gas shortages next winter? And how will Xi and Putin capitalize on this?
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