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The Freak Show

Weekly investor research

26 September 2016



  • EM economies are the only ‘normal’ countries left in the world economy, while developed countries look more and more like economic and political ‘freak shows’
  • The Colombian government and the FARC rebels are due to sign a Peace Agreement in Cartagena today
  • Moody’s ratings downgrade of Turkey forces ratings-dependent investors to sell near the lows having bought near the top on the last upgrade
  • Mexican inflation increase was a surprise
  • Brazilian inflation took a tumble to raise prospects of rate cuts in Q4
  • China introduces credit default swaps to enable credit investors to hedge default risk
  • Japan’s adoption of yield curve control packs a powerful message about future fiscal policy

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