Brazil seems to have attracted a lot of attention because of the motivations behind the tariff, the size of the tariff, the unexpected nature of the scale of the tariff on Brazil. How much of a market perspective does this matter, do we think clearly is having an impact on some European companies that have exposure. Yeah, it certainly raised a lot of eyebrows in Latin America when the news broke at the end of the US day yesterday and a and a local Marquez really came under the cross.You know, we saw the rai ...

Emerging market currencies extended declines on Wednesday as investors mulled the implications of US President Donald Trump’s trade regime, while weak Chinese price data also weighed on sentiment. https://t.co/gshZGMguOb ...

All right, why don't we start off with this uh this new tariff announcement, the fact that there could be other announcements before August 1st. Again, it seems like a fluid deadline. What area of the emerging markets and frontier markets is the most sensitive to all this.Yeah, certainly. I think Frank, one one area that it's not in the emerging markets, but certainly Japan, they've got a big election coming up. Uh so I think I think there's going to be some uh domestic pressure on conceding to President Tr ...

I know that yesterday you were saying you're pretty positive for this week for the near term around stocks. So were you surprised it. Are you surprised at global stock resilience.I know you US stocks fell briefly yesterday or fell yesterday into the close. But we have seen a sort of resilience through the Asia session. Is there anything about that that surprises you.I think even though I was bullish this week, I was slightly surprised by how quickly Korean stocks really surged today. Japanese stocks held up ...

The Indian rupee was among the worst-performing emerging Asian currencies on Monday, after President Trump threatened harsher tariffs on nations backing “Anti-American policies” of the BRICS bloc. Read for free with your email on what could move markets today https://t.co/Y3fr6OqvLL ...

Emerging market currencies recovered some of their losses after US President Donald Trump signaled he is open to negotiations shortly after setting tariff rates for more than a dozen countries. https://t.co/fF6iAUBR7c ...

Sixteen years after becoming a founding member of the BRICS, Brazil is no closer to meeting its promise of becoming an emerging economic superpower, says @JPSpinetto (via @opinion) https://t.co/vEKd7nL3aC ...

Ever since BRICS was founded more than a decade ago, the group of emerging-market nations has struggled to identify a common purpose. President Donald Trump’s tariffs may have solved that problem. https://t.co/7VpgC5iyFc ...

With emerging markets coming back in favor in the first half of the year, few trades paid off like piling into Mexican local bonds https://t.co/Epqr0Ae6TV ...

Our next guest says the budget bill could push the dollar even lower after its worst start to the year since 1973. Let's bring in former Bridgewater chief strategist Rebecca Patterson. Rebecca, great to see you. Great to have you on the show.Um, in addition to the spending bill, there are other factors why you see a weaker dollar going forward. Yeah. Well, let's start with the spending bill.you know, the we're not at the finish line as as we just heard. But if we get a bill something like what we're seeing ...