Emerging Markets: Boom to Bust?

Over the past several years, we have published reports regarding concerns by some members that super easy monetary policies in developed countries had produced an overshoot in currencies and a bubble in bond markets in the 2009-2011 period. A sample of the issues raised, and trades suggested, including implications for 2014 and beyond are presented below:

Drobny: The Revived Bretton Woods System’s First Decade, September 19, 2014

Drobny Global Macro Roadshow – Brazil, February 2, 2014

The 1997-98 Analogue, January 27, 2014

Questions from the Trading Floor: EMG Equities, September 16, 2014

Conference Review – Santa Monica 2013 (Section 2), May 2, 2013

EMG Bubble & the USD, February 25, 2013

Where Not to Invest in 2013!! January 23, 2013

The impact of Higher Treasury Yields on Emerging Market Assets, September 12, 2012

Paradigm Shift: Emerging Mkt FX, May 23, 2012

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