You can of course argue with the Edelman numbers[1] for any given jurisdiction. For example, I am skeptical about their stats for Nigeria and Kenya.However, their numbers do track both (a) the GDP figures[2] and (b) the visible improvement on the ground in places like Saudi Arabia, Malaysia, India, and China.In general, the big picture is that the former first world is now mostly the descending world. While much of the former third world is now the ascending world. There are some exceptions, but that’s the ...

Let's take us through the trade for Brazil. What What exactly is happening in your mind and can it be investable. I think that the coffee trade is more emblematic of of an attempt to use tariffs as a one-sizefits-all foreign policy tool.And and I think that's probably ultimately not successful. I I think the Brazilian coffee trade is is an important trade. We we import almost 31% of our coffee in the United States from Brazil.It's a big deal. Uh what's interesting is that the Brazilian realale and Brazilian ...

A rally in emerging-market assets stalled in Asia as trade tensions with the US resurface and with key data due next week. https://t.co/wnDKEydLAf ...

US Rates Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. Global Macro Research August 4th, 2025 Global Macro Outlook and Strategy {[{xTcfaSlj-ZSQMv-ljRpIM6lugQv_pp1nlvYdrybTZAsKyAHAdSsVxQ}]} Global Rates, Commodities, Currencies and Emerging Markets Overall summary Hold 5s20s steepeners as low-beta way to position for lower front-end yields. We anticipate Treasury will begin a mul ...

In emerging markets, stablecoins are the new dollars.Explore the booming underground dollar economy👇Khurshed Murtazaqulov (@MKhurshed08):1/ The Underground Dollar Boom: Stablecoin Arbitrage in Emerging MarketsKey takeaways from my latest @MessariCrypto Pro reportStablecoins are growing fast in emerging markets.One of the biggest untold stories? Arbitrage.Here’s why that matters (and why it’s not bad for https://t.co/a6ghMI6Lus ...

Is it the End of a Long Emerging Markets Winter? https://t.co/GHxMvPyYrN ...

Market Trends - Emerging markets experienced a rally due to expectations of central bank rate cuts and positive earnings outlook [1] - Increased risk sentiment fueled the rally in emerging markets [1]

Still keeping 95% in cash. Now it's about 50% in cash. Why is that, Mark.I mean, basically, I think the markets have been way too high for bargains to be found. I mean, it's all about valuations. If you look at the valuations of most of the companies, their very high expectations are high.Of course, you know, often you get situations when people are very cautious. That's the time when the market will go up and it's possible that will happen. But I would say cash is king right now and when there's a correcti ...

The dollar’s bounceback in July is convincing some emerging-market investors to bet it will keep rising in coming months https://t.co/HrfN937SbI ...

Emerging-market stocks and currencies were little changed as many investors stayed on the sidelines https://t.co/xiJHORVNjO ...