Commodity Trade Mantra

Posts Tagged ‘Yield Spread’

The Biggest Economic Story Going Into 2015 Is Not Oil, But Emerging Markets

Emerging markets today are half the world economy. Much of what happened in global credit markets, especially in emerging markets, was based on cheap, easily available dollars, which has ended. It used to be said that when the US economy sneezes the rest of the world catches a cold. Now it seems all we need is a hiccup in emerging markets.

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