Blog/Emerging Markets
Sri Lanka – First Emerging Market to Default
Sri Lanka has defaulted on its debts for the first time in its history. It has faced an economic and political crisis triggered by global shock waves from the [...]
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Emerging Markets & Political Crisis Ahead
China has asked the Fed to please not raise rates. This has confused many to wonder when China would be asking the Fed not to raise rates. The real reason is the [...]
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Sovereign Defaults Unfolding
In the Gulf, states are facing bankruptcy. Oman can hardly even pay his electricity bill. The IMF has been now lobbying to defer emerging-market debt for one year. [...]
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PRIVATE BLOG – Emerging Market Chaos
PRIVATE BLOG: Emerging Market Chaos Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please [...]
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The Financial Panic of 2019?
The distortion in the yield curve is building with tremendous force. There are vast bids for US 90-day T-Bills from around the world and no offers. The shortage in [...]
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Emerging Market Debt Threatens the Capital Formation of Major Economies
Emerging market and developing economies pushed their borrowing to an all time record high reaching $55 trillion (€50 trillion) according to the World Bank, [...]
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Emerging Market Debt Crisis – A Reality Check
QUESTION: Hello Martin … I follow emerging markets closely and one thing I note is that the size of the sovereign forex-denominated debt burdens are quite [...]
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Don’t Cry for Me Argentina – It’s a Global Debt Crisis
QUESTION: Mr. Armstrong; Our government here in Argentina has told us we should expect more poverty and there is no hope for the future. Socrates has been amazing [...]
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Coming Crisis: Emerging Market Debt
QUESTION: Mr. Armstrong; Just to clarify, a continued rate hike in dollars will send Emerging Market debt into chaos and possibly default. Is this both public and [...]
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Money Rushing in Emerging Markets & Europe – Really?
QUESTION: Martin; it seems the Emerging Markets are back in favor just as interest rates are on the rise and their dollar borrowings have exploded. Is this the [...]
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