Emerging Markets Retake the Lead
Comment of the Day

November 29 2018

Commentary by Eoin Treacy

Emerging Markets Retake the Lead

Thanks to a subscriber for report from Morgan Stanley which may be of interest to subscribers. Here is a section:

Eoin Treacy's view

A link to the full report and a section from it is posted in the Subscrober's Area. 

Emerging markets have been under the most acute pressure from quantitative tightening not least because of the quantity of US Dollar loans outstanding. The US Dollar has been the key variable in the lack of appetite for emerging market assets. Therefore, any sign of waning demand for the Dollar or increased supply, stemming from a slowing pace of balance sheet run-off would be welcomed by emerging markets. 

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