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image EM contagion: Crisis upon crisis

EM contagion: Crisis upon crisis

05 Sep 2018 - Jon Harrison
  • Argentina, Turkey could be manageable, Brazil less so, China not at all
  • EM crises, tighter liquidity and Trade War lead to correlated markets
  • Negative feedback to DM will be via trade and China 

We mainta...

Argentina Brazil China Emerging Markets Liquidity Trade Trade War Turkey



EMs: The Good, the Bad and the Ugly

EMs: The Good, the Bad and the Ugly

11 Jun 2018 - Martin Shenfield

Our latest thoughts from my colleague Larry Brainard re the EM recent washout. Recent EM market weakness is not a broader retrenchment in EM assets, but risks of contagion from the Argentine and Turkish crises are growing; ​US-China trade conflicts a...

Argentina Emerging Markets Turkey US China Trade


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