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Business as usual in EM as Fed fears paralyse global market sentiment

Weekly investor research

12 September 2016

• Finance Minister Videgaray’s replacement illustrates the institutional strength in Mexico • Argentina’s Supreme Court gives President Macri some good fiscal news • China’s trade balance shows signs of both stronger exports and imports • Two European corporates without state backing issue bonds with negative yields – this is prima facie evidence of a credit bubble in developed markets, in our view • Global market sentiment is paralysed by fear of the Fed following hawkish Fed speaker comments and ECB’s ‘failure’ to ease

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