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King Canute and the tide

Weekly investor research

31 January 2017

King Canute tried to keep out the tide. He failed. Will Trump’s Wall be his fall? Tax amnesties in EM. China (kind of) breaks into Bloomberg’s fixed income indices. Colombia’s central bank remains vigilant. Brazil’s consumers are coming back. Turkey’s central bank’s efforts fall short of what is needed. Growth reappears in Argentina. Russia intervenes to put a lid on RUB appreciation. China is busy making babies. Did Mnuchin just signal a weaker Dollar policy?

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