Blog/Emerging Markets

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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Emerging Market Debt Expanding Twice the Rate of 2016

The view that BREXIT is a creating uncertainty in Europe with the swell of populism, the demand for dollar denominated debt has been strong over the past year. This [...]

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