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November 2020

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    Emerging Markets and Cross Assets Special Report, September 2018

    Emerging Markets and Cross Assets Special Report, September 2018

    Read Report 04 / The brewing EM Crisis is a handiwork of the US Dollar; it will get worse, before it gets any better: Emerging Market economies are in serious trouble. Increased US borrowing, which is helping power the US economy and its stock market for now, is hurting many other countries' currencies. Current EM problems can indeed merge into a much larger global debt crisis, just like the subprime crisis became a global financial crisis. As the US Dollar continues to stren
    Summer 2018 recap, and Autumn Caution

    Summer 2018 recap, and Autumn Caution

    READ REPORT
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