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Archive for July 2017

Venezuela, Chaos, and Oil Prices

EM Inflationista Monday, July 31, 2017 30 Comments
EM Inflationista
Usually I get a warm feeling when Latin America makes the cover of the Economist, like when the national news talks about your hometown...
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Asia FX, Waking Up from Summer Doldrums

EM Inflationista Friday, July 28, 2017 7 Comments
EM Inflationista
It’s been one of those kind of weeks. Whistling along through earnings season...analysts trying to look busy when their bosses walk by, and...
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The Economist on the Chinese Economy: I Wish I Was Taller

EM Inflationista Monday, July 24, 2017 47 Comments
EM Inflationista
I've been told the whole world grinds to a halt to watch the new season of Game of Thrones, but I've never given one thin dime ...
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Question for the Class: What Are the Unloved Asset Classes?

EM Inflationista Thursday, July 20, 2017 73 Comments
EM Inflationista
Investing is a little like Lake Wobegon, everyone thinks they're above average. We all know that's impossible in the aggregate, esp...
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Economist Riff of the Week: The Big Mac Index--Buy EUR/SEK

EM Inflationista Monday, July 17, 2017 15 Comments
EM Inflationista
As vol continues to strangle any substantive macro trends, we’ll get back into the cycle of Economist articles to lead off the week. T...
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      • Venezuela, Chaos, and Oil Prices
      • Asia FX, Waking Up from Summer Doldrums
      • The Economist on the Chinese Economy: I Wish I Was...
      • Question for the Class: What Are the Unloved Asset...
      • Economist Riff of the Week: The Big Mac Index--Buy...
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