Starting in late August two things happened that had not occurred in several years: The Federal Reserve started expanding its balance sheet and emerging markets began outperforming. The two are intimately related and are likely to continue. Back in July I highlighted the importance of monetary and broader financial conditions for emerging markets. While the […]
source https://thebtrader.com/2020/01/27/feds-printing-press-favors-emerging-markets/?utm_source=rss&utm_medium=rss&utm_campaign=feds-printing-press-favors-emerging-markets
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