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Risk & Reward In Emerging Markets
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
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…
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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.…
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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…
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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…
