Emerging Markets

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The Week Ahead - Special Edition: Assessing EM Sovereign Ratings with Fitch

PodcastThe Week AheadOct 14

The Week Ahead - Special Edition: Assessing EM Sovereign Ratings with Fitch

Emerging Markets Risk Management Government Debt

CPI and the AI Trade

PodcastBloomberg SurveillanceOct 14

CPI and the AI Trade

Inflation Monetary Policy Interest Rates Semiconductors Artificial Intelligence Emerging Markets

PodcastGlobal Research UnlockedOct 13

Must Read Research: Oil, the Consumer, Rates and Elections

Emerging Markets Consumer Spending Interest Rates Oil Geopolitical Risk Supply Chains

Where Chinese Exports Are Gaining the Most Market Share

PodcastGoldman Sachs ExchangesOct 13

Where Chinese Exports Are Gaining the Most Market Share

China Emerging Markets Trade Policy

Bond Market Reckoning: Why Your Money Is Next | Tavi Costa

PodcastDavid Lin ReportOct 12

Bond Market Reckoning: Why Your Money Is Next | Tavi Costa

Fixed Income Government Debt Inflation Interest Rates Emerging Markets Precious Metals

The Bond Market Has Singled Out France

VideoPatrick BoyleOct 10

The Bond Market Has Singled Out France

Fixed Income Government Debt Interest Rates Fiscal Policy Monetary Policy Emerging Markets

What would a Bolsonaro victory in Brazil mean for the world?

PodcastThe Rachman ReviewOct 8

What would a Bolsonaro victory in Brazil mean for the world?

Geopolitical Risk Emerging Markets Trade Policy

Brazil’s Far-Right Is Surging — Investors Love It

PodcastProf G MarketsOct 6

Brazil’s Far-Right Is Surging — Investors Love It

Emerging Markets Geopolitical Risk Investor Sentiment

Under the Banyan Tree - Will Asian central banks follow the Fed?

PodcastHSBC Global ViewpointOct 6

Under the Banyan Tree - Will Asian central banks follow the Fed?

Monetary Policy Interest Rates Inflation Emerging Markets Equities AI Infrastructure

The Week Ahead - Blow Up?

PodcastThe Week AheadOct 2

The Week Ahead - Blow Up?

Inflation Monetary Policy Interest Rates Labor Market Fiscal Policy Emerging Markets

Energy shock, China shock and the global economy

PodcastThe Weekly BriefingOct 2

Energy shock, China shock and the global economy

Economic Growth China Energy Markets Trade Policy Inflation Emerging Markets

Why Asian credit deserves a closer look

PodcastCapital IdeasOct 1

Why Asian credit deserves a closer look

Fixed Income Emerging Markets China

Bytes, Bonds and the Yen: The Big Picture In FX

PodcastStreet SignalsOct 1

Bytes, Bonds and the Yen: The Big Picture In FX

Currencies Interest Rates Market Volatility

The UN at a crossroads, with Secretary-General António Guterres

PodcastGZERO WorldSep 26

The UN at a crossroads, with Secretary-General António Guterres

Geopolitical Risk Emerging Markets Artificial Intelligence

Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

PodcastMacro Hive ConversationsSep 25

Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom

Equities Emerging Markets Corporate Earnings Market Valuations Economic Growth Geopolitical Risk

There's Something About Carry

SnapStreet SignalsSep 24

There's Something About Carry

Currencies Emerging Markets Market Volatility

India’s Growth Test, Bangalore’s Infrastructure Problem, India’s Tech Rivalry

PodcastWall Street WeekSep 18

India’s Growth Test, Bangalore’s Infrastructure Problem, India’s Tech Rivalry

Emerging Markets Artificial Intelligence Automation Labor Market Real Estate Economic Growth

A Chaotic World Order has Arrived, Expect Multiple Wars | Shaun Rein

PodcastWTFinanceSep 16

A Chaotic World Order has Arrived, Expect Multiple Wars | Shaun Rein

Geopolitical Risk China Trade Policy Semiconductors Gold Emerging Markets

Circle’s Arc Is Live. It Wants More Than Crypto

PodcastBanklessSep 16

Circle’s Arc Is Live. It Wants More Than Crypto

Stablecoins Blockchain Tokenization Crypto Regulation DeFi Emerging Markets

The Nigerian Industrial Behemoth That Could Reshape the African Economy

PodcastOdd LotsAug 24

The Nigerian Industrial Behemoth That Could Reshape the African Economy

Emerging Markets Economic Growth Demographics Supply Chains China Energy Transition

The Government Just Put a Border Around AI

PodcastBanklessJun 23

The Government Just Put a Border Around AI

AI Safety Geopolitical Risk Artificial Intelligence

The Iran War’s Lasting Scars Across Asia

PodcastOdd LotsJun 16

The Iran War’s Lasting Scars Across Asia

Geopolitical Risk Commodities Energy Markets Inflation Supply Chains Emerging Markets

From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers

PodcastThe Monetary Matters NetworkApr 29

From Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers

Geopolitical Risk Economic Growth Artificial Intelligence

Stephanie Pomboy: Iran War Creating A Global Scramble For Hard Assets?

PodcastAdam Taggart | Thoughtful Money®Apr 15

Stephanie Pomboy: Iran War Creating A Global Scramble For Hard Assets?

Geopolitical Risk Investment Strategy Emerging Markets

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