An EM Debt Crisis Is Really A Dollar Crisis 3

Emerging market debt crises are more often than not global Dollar crises

We already know that supply issues have played a large role in current upward price pressures, as opposed to only demand going gangbusters.

We also know that QE does not work as advertised, and that any inflation that results from Fed intervention is more likely than not to be the “bad kind”.

Read Article

the pensive nugget blue background logo

Get a different perspective on all things trading & investing every week!