Alan Brazil SOM Macro

Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM

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June 16, 2020 (Updated) Alan Brazil Step 1: Macro Theme: The Sell-off In Commodity EM Assets Is A Buying Opportunity EM x-China equities have lagged the rebound in US and China equities EM x-China FX are at historical lows on a real basis Step 2: Fundamental Economic Framework EM economies will be harder hit than DM economies from the Covid-19 lockdowns The fall in commodity prices adds to the downward pressures on EM Capital outflows from EM is almost twice as large as in previous EM risk-off events EM Covid cases and deaths seem to be accelerating vs DM countries St
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Mañana se conocera otra secuela de la pandemia: el desempleo. No seria menor a 15%. En CABA segun la Direc. de Estadisticas local: 14,7%, con 221 mil desocupados y 63 mil personas sin ingresos. Aunque ese dato es de ellos, y no siempre coincide con INDEC

Mi entrevista con BBC News Mundo - Coronavirus en América Latina | "Ya está empezando una segunda ola de estallido social": entrevista a María Victoria Murillo https://www.bbc.com/mundo/noticias-america-latina-54244590

My poll aggregator has been updated to include the new NHK poll: https://observingjapan.com/public-opinion-aggregator/

THIS FRIDAY, SEP 25, at NOON, join JASH and @WACHouston for a conversation with Japan watcher and author @observingjapan’s Tobias Harris on Prime Minister Abe's departure and what lies ahead.

#TheIconoclast

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