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Riesgo y rentabilidad en los mercados emergentes
Hoy ha concluido en Kazán (Rusia) la cumbre de tres días del grupo BRICS de economías de mercado emergentes (EME). El grupo impulsado por Brasil, Rusia,...
Emerging Markets
5 posts
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Goods Economy Still On The Ropes
A growth recession is still rolling through the goods sector. Real consumer spending on goods has been flat at a…
público
Huge Negative Wealth Effect In China
China might be in a recession or going into one. That’s a controversial statement since real GDP rose 5.…
público
Continue To Underweight Commodities & Emerging Markets In Global Portfolios
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
público
Three Related Signals of a Global Economic Slowdown
The widely followed proxy for the expected inflation rate in the 10-year TIPS market dropped in recent days from over…
