Catching a falling knife is never a good idea. Continue reading US dollar strength. Causes and opportunities
Category Archives: Media
Trade war? Emerging markets and eurozone. Moderation in optimism.
In this short video we remind that we are not living a trade war… but a negotiation. Continue reading Trade war? Emerging markets and eurozone. Moderation in optimism.
Trump knows China tariffs retaliation can’t hurt US economy (Video)
Turkish Lira Decline a ‘Symptom’ of EM Fiscal Imbalances (Bloomberg TV)
Watch the full video here.
In this interview we comment on the risks of emerging markets, rising imbalances, and a consensus bet on a weak US dollar and low rates that has led to large fiscal and, in some cases, trade deficits. Continue reading Turkish Lira Decline a ‘Symptom’ of EM Fiscal Imbalances (Bloomberg TV)