More US policy drama, more EM outperformance EM outperformance in Aug; US reflation vs EU deflation. Trump to fire Fed Gov Lisa Cook. FR PM Bayrou faces 8 Sep no-confidence. G7 little result. Bond funds +$97bn/4w. Argentina assets fall on scandal. Moody’s reviews PEMEX for upgrade after $12bn plan. Read more about More US policy drama, more EM outperformance
More US policy drama, more EM outperformance EM outperformance in Aug; US reflation vs EU deflation. Trump to fire Fed Gov Lisa Cook. FR PM Bayrou faces 8 Sep no-confidence. G7 little result. Bond funds +$97bn/4w. Argentina assets fall on scandal. Moody’s reviews PEMEX for upgrade after $12bn plan. Read more about More US policy drama, more EM outperformance