Content
Eyeing Alpha In EM Ex-Asia Versus EM Asia

Article By:
Callum Thomas
Read
Tuesday, May 24, 2022 2:46 PM EDT
After issuing some idea changes, we revisit some intermediate-term ideas. Specifically, we remain bullish on UK equities and continue to favor European vs. US stocks. Another theme we find attractive is emerging markets outside of Asia vs. EM Asia.




How Money Printing Destroyed Argentina And Can Destroy Others

Article By:
Daniel Lacalle
Read
Sunday, May 22, 2022 8:07 AM EDT
The most dangerous words in monetary policy and economics are “this time is different.” The big mistake of politicians in Argentina is to believe that inflation is multicausal and that everything is solved with increasing doses of interventionism.
Key Events In EMEA Next Week

Article By:
ING Economics
Read
Friday, May 20, 2022 2:10 AM EDT
Labor market figures in Hungary and Turkish policy rates are the key releases to look out for next week.
Hedging Inflation With The S&P/BMV IPC

Article By:
S&P Dow Jones Indices
Read
Thursday, May 19, 2022 4:00 PM EDT
Inflation in Mexico has reached levels not seen in over 20 years, as the S&P/BMV IPC has receded from its all-time high reached earlier this year.
S Market Briefing For Wednesday, May 18

Article By:
Gene Inger
Read
Wednesday, May 18, 2022 2:50 AM EDT
Perceived risks are obvious which increasingly gets shorts nervous, as the S&P firms a bit. However it has not yet attacked key resistance levels at all.
Airline Stock Roundup: Azul S.A. Posts Loss In Q1, Copa Holdings, Gol Linhas, United Airlines, & Southwest In Focus

Article By:
Zacks Investment Research
Read
Sunday, May 15, 2022 1:15 PM EDT
In the past week, Latin American carriers Azul and Copa Holdings reported earnings results for first-quarter 2022. On the non-earnings front, another Latin American carrier, Gol Linhas, came up with an impressive April traffic report.
Mapped: The State Of Global Democracy In 2022

Article By:
Jeff Desjardins
Read
Sunday, May 15, 2022 5:27 AM EDT
The world’s (almost) eight billion people live under a wide variety of political and cultural circumstances. In broad terms, those circumstances can be measured and presented on a sliding scale between “free” and “not free”.
El Salvador's Bonds Sell For 40 Cents On The Dollar, What About Bitcoin City?

Article By:
Mish Shedlock
Read
Sunday, May 15, 2022 4:53 AM EDT
El Salvador has plans for Bitcoin City. However, its bonds are priced for default.
In this article: BITCOMP
Macro And Prices: Sentiment Swings Between Inflation And Recession

Article By:
Marc Chandler
Read
Saturday, May 14, 2022 1:14 PM EDT
The major central banks were judged to be behind the inflation curve. Powell was blamed for denying that a 75 bps hike was under consideration. Bank of Japan Governor Kuroda was blamed for keeping the 0.25% cap on the Japanese Government Bond yield.
Mapped: Solar And Wind Power By Country

Article By:
Jeff Desjardins
Read
Sunday, May 8, 2022 5:57 PM EDT
Wind and solar generated 10.3% of global electricity for the first time in 2021, rising from 9.3% in 2020, and doubling their share compared to 2015 when the Paris Climate Agreement was signed.
Financial Evolution, Cryptocurrency Edition

Article By:
I Know First Research
Read
Sunday, May 8, 2022 1:21 PM EDT
The cryptocurrency market provides a broad range of investment opportunities with a high grade of investment risk. Thanks to the pandemic, the cryptocurrency market capitalization has increased dramatically by 970% since January 1, 2020.
Sterling, Tarred And Feathered, Bears Brunt Of The Greenback's Rally

Article By:
Marc Chandler
Read
Sunday, May 8, 2022 9:08 AM EDT
The most important development last week was the swaps market lifting the terminal rate of the Fed funds rate toward 3.75% from around 3.25% at the end of April. The knock-on effect sent the US 10-year yield above 3% and underpinned the greenback.
Key Events In EMEA For Week Of May 9

Article By:
ING Economics
Read
Saturday, May 7, 2022 4:00 AM EDT
CPI readings across emerging markets will show fresh increases in prices due to ongoing supply-side shocks.
Construction In North America: US Hands The Baton To Canada And Mexico

Article By:
ING Economics
Read
Tuesday, May 3, 2022 4:06 AM EDT
The US construction sector has outperformed Canada and Mexico over the past 18 months, but the headwinds facing the US are now intensifying.
Macro And Prices

Article By:
Marc Chandler
Read
Saturday, April 30, 2022 2:14 PM EDT
The week ahead is packed with several central bank meetings and important, high-frequency economic data. The week begins with China's April PMI over the weekend. The world's second-largest economy is being hit by the lockdowns.