DXY and SPX are both down again but don't tend to stay down together for long.
EM sovereign debt will no longer be the exclusive focus of this newsletter.
Blundering policy volatility has receded in many EMs but increased in the G7.
Global trade imbalances are out of control and need to be reined in.
Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.
Argentina is the Tracker's most-improved sovereign. Here's why.
Many - but not all - emerging markets are set to benefit from demographic tailwinds
Argentina is the Tracker's most-improved country thanks to astonishing economic policy results
Asset class maturity is evident in EM amid the post-pandemic inflationary shock
Tariffs, deglobalization set to shift growth from EMs to the U.S.
Double-whammy of higher U.S. yields and stronger dollar, with peak deglobalization still to come
With global public debt at $100 trillion, many countries need more IMF-World Bank help.
