Emerging Markets Social Media and Updates
Emerging Markets Social Media and Updates
Emerging Markets Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
"But what currency will replace the USD in global FX reserves?" -Question I've been asked repeatedly over the past 10 years. "No currency will...gold will." -My answer every time over those 10 years. What if the currency system changed right before our eyes & few noticed? https://t.co/mmUVXXTZ6Y
Mexican startups outperformed their Brazilian counterparts in the first quarter, raising a total of $404M compared to Brazil’s $240M. Historically, Brazil has been the powerhouse in Latin America for venture capital funding. But it’s not the first time in recent quarters...
Emerging Markets are Leapfrogging Oil and Gas ...just like the Global South leapfrogged landline phones and rapidly adopted cellular at scale. With @KingsmillBond of ember_energy. #uspoli #cdnpoli https://markhamhislop.substack.com/p/emerging-market-are-leapfrogging
The Brazilian real is outperforming every major currency in the world year to date. I was told this could never happen — but here we are. Welcome to a new LatAm cycle, folks. Exciting times ahead for this region. https://t.co/tvtFhSgOxD https://t.co/6dbPKm7I3L
How China Acquired Germany’s #Robotics Crown Jewel by @JacklouisP #AI #MachineLearning #ArtificialIntelligence #ML #Innovation https://t.co/DuFtEGfyDb
Stress levels in the financial markets have subsided a bit as the conflict in the Middle East enters its 5th week. Bonds and equities (and their vols) have moderated as the number of ships passing through the Strait of Hormuz is ticking up...
The US has major leverage over Israel, so there's no way war in Lebanon continues if it prevents a ceasefire with Iran and a re-opening of the Strait of Hormuz. This war is a big political liability for Republicans and...
Markets remain incredibly sensitive to Middle East War headlines. Case in point: the latest Israel-Lebanon headlinea erased 4 percentage points of today’s oil price gains (CNBC chart below). Even more significantly, they took 8 basis points off the 10-year UK gilt...
Wow I wasn't aware just how positive Brazilian real rates were. This would be like if U.S. interest rates at 12%... https://t.co/M9wTdfi05a
"contract resolved to "yes" following Tuesday evening's announcements, but its outcome has since been changed to "disputed" given continued disruptions to Hormuz Strait shipments and enduring hostilities" Iran Ceasefire Wreaks Havoc on Prediction Markets https://t.co/uv56XlWTW9
This is a really fantastic overview of what's been going on in Iranian financial markets over the last year. Turns out, since the start of this war, Iranian retail traders have been rotating out of precious metals and into fixed income...
The Midsouth (TN + Carolinas) have 24m people combined Texas has 32m And yet, the 3 states of the Mid South picked up 2x as much wealth as Texas ($11b vs. $6b) The mid South is the next great economic region...
.@KGeorgieva opening speech @IMFNews spring meetings entirely about impact of Iran war. Notable shift as IMF and @WorldBankGroup have been reticent so far. But unlike previous crises, IMF is not proposing new action, other than standing ready to help.
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Given "Schroedinger's ceasefire" and "Schroedinger's Hormuz re-opening", thought this was a potentially instructive chart from @johnauthers, via @Bloomberg. #HistoryRhymes https://t.co/86srIVeKMI
