EM debt is one of the worst-performing asset classes so far this year. In my latest Forbes article, I highlight the external forces that are responsible for the majority of the pain. Click here to read the entire post on Forbes
Markets were surprised by how quickly inflation accelerated and were late in abandoning the “transitory” narrative. They may be early in their prediction for disinflation. Click here to read the entire story on Forbes
Rising inflation and worries of an economic slowdown caused a severe flattening of the yield curve and propelled the U.S. dollar to new highs against several major currencies. Click here to read the entire post on Forbes
Russia has found alternate demand sources for its oil & gas faster than Europe could find new sources of supply. It may use its leverage to extract additional pain in the West by refusing to reopen the Nord Stream 1 pipeline that is currently shut down for “scheduled maintenance.” Click here to read the entire …
Technology shares staged a huge rebound last week. The next round of earnings releases may determine whether the gains will hold. Click here to read the entire story on Forbes.
Most investors would like to forget the first half of 2022. But the correction in both risk and safe-haven assets has opened up some great forward-looking return opportunities.