#EmergingMarkets

1/7. Warning: a geeky thread on #EmergingMarkets “original sin”. There is a seemingly unanimous view that local currency borrowing lessens EM vulnerabilities and allows countries to engage in counter-cyclical policies.

1/5. Some thoughts on the #COVID19 economic shock. The magnitude (and synchronicity) of the collapse is enormous. Global Q2 GDP could be down by as much as 20% (annualized). $6

1/ Extremely important lesson. Even if many emerging markets have developed local bond curves they are still exposed to swings in global financial cycles. This time dependent on $US, not

What are the risks in #EmergingMarkets? 1/ Domestic financial conditions depend as much on global financial cycles as domestic monetary policy even with flexible FX.https://twitter.com/elinaribakova/status/1246244018301927428 2/ It can

Some thoughts on #EmergingMarkets FX. @RobinBrooksIIF has been making a compelling case for letting EM FX play the role of (Corona) shock absorber. The alternative—the “real economy” adjusting instead—

Aksel Kibar, CMT

In the following tweets I will share my experiences and also discuss two examples of "polarity" principles with some text-book chart patterns that were very helpful. Treat it as a

Cory Morningstar

elleprovocateur

#Gates on climate change: "the only way to avoid the worst possible #climate outcomes is to accelerate our efforts now..."Estate 1: 154 million 66,000 sq. ft waterfront compound in Medina,

1/ #COVID19 “upends the wisdom about remittances being very stable” “The countries where migrant workers are temporarily based are experiencing a big crisis, and many of them are in the

1/ IMF as lender of last resort @KGeorgieva commented today that "we are discussing a new short-term liquidity line for countries with strong policies." Some of emerging economies already have

Cory Morningstar

elleprovocateur

#COVID19.Important thread.Q: What does #Imperial College, the World Economic Forum (#WEF), #Salesforce, #Sinovation Ventures (Chinese technology venture capital), #ABB (#automation technology), global artificial intelligence (#AI), all have

Cory Morningstar

elleprovocateur

There are 175 corps/institutions now overseeing your children's #education going forward. They will be shaping/molding your child's #ideologies & #worldviews - all while harvesting their data. Global Education Coalition Members

Cory Morningstar

elleprovocateur

The #COVID19 is the the global transformational reset button for the fourth industrial revolution sought by those World Economic Forum et al. We witness a global consolidation of power, inclusive

Cory Morningstar

elleprovocateur

New important thread.Explored: Rockefeller communique on #contacttracing, Verified (UN) guide on #vaccine #communications, insights via #vaccine Confidence Project, & a Behavioral Insights report. Today> special report from Oct 15 20