Emerging Markets
Danske downgrades its 2022 forecasts
Reuters FX poll: Higher rates aim to protect EM currencies from Fed taper
World Bank: Strong Rebound in 2021 Boosts Emerging Europe and Central Asia
Timothy Ash: Why EM worries me
Currency view: MPC minutes highlight emphasis on transitory nature of inflation, weaker TL on the horizon
Danske Bank: In case of stagflation, short Emerging Markets
Tim Ash: Stagflation—are we there yet?
Tellimer’s top EM bond picks for Q4 2021
EMs face taper test
Emerging markets: Turkish Lira remains unloved
Emerging bonds, stocks ex-China suffer first outflow in Aug since March 2020-IIF
Tellimer: If inflation persists which emerging markets are best prepared?
TL slumps after soaring inflation data, but help is on its way….
Emerging Markets: The Dawn Of A Lost Decade
Rich countries’ failure to vaccinate the world will do $2.3 trillion in economic damage, The Economist says
The Economist: Emerging-market policymakers grapple with rising inflation
BofA fund managers survey: Global fund managers still bullish on US stocks; cut stake in emerging markets, Eurozone
BlackRock: EM facing stagnation
Nikkei Asia: Who’s in trouble, the US dollar or emerging economies?
Emerging market stocks fall immensely due to Chinese regulatory efforts
Tellimer on EM: Un-vaccinated Asia, China tech assault and tourism
Emerging Markets arrive late to the SPAC party
Reuters: Rand, lira lead EMEA currencies lower as virus cases rise
Washington Post: A rate rise in the U.S. might trigger big problems in the developing world
EMERGING MARKETS: Stocks and currencies fall as Fed minutes and virus woes feed caution
Turkish inflation seen accelerating to 16.9 percent in June
Caixin: Asia’s Ruined Run of Pandemic Success
Uneven pandemic recovery: Advanced economies grow exponentially while emerging markets struggle
