Macro Strategy: Liquidity roadmap bodes ill for EM

  • Turkey and Argentina could lead EMs lower still
  • Liquidity conditions likely to improve briefly before deteriorating in H2
  • Risk premium to rise: we take off USD/ZAR short and tighten stops

Economics

Politics

VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
READ MEET TALK