The US After Trump And COVID
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Global Letter: A tale of toggle PIKs
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State Of the Markets
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State Of the Markets: Buy CDX Protection–Credit Is Rich
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The Dollar Depreciation Is Just Starting
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Opportunities In The US Housing Market
Further Downside To The USD From Fed QE
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Olam International: Cocoa Against COVID
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NEPTUNE ORIENT LINES: Cost Control Confidence
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Covid-19 – Part 3: The Fall Of The USD & The Rise Of EM
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 […]