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    ECONOMY

    Growth Dispersion

    The Speaker disagrees with the growing consensus opinion that another reflationary cycle is taking hold.


    MACRO

    Last Bastion of Value!

    High yield EM sovereign credit should deliver double digit returns this year.


    CREDIT

    Risk Happens Fast

    “It’s a cliffhanger for countries... The crisis comes slowly, slowly, slowly, then all at once.”


    CURRENCIES

    Submerging Markets

    This has been the worst quarter for carry trades since 1999.


    MACRO

    Emerging Markets Crisis Redux

    EM countries now face a health crisis and a financial crisis which interact in complex ways.

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