FX

Sink or swim: Trump 2.0 reality confronts emerging markets

Tariffs, deglobalization set to shift growth from EMs to the U.S.

Reserve flunkies

It's not just the usual suspects: some oil exporters also have low official reserves levels

Is another crisis brewing in Turkey?

Rampant inflation and booming credit are causing external imbalances

Egypt: short-term pain, long-term gain

Famous last words, but this time could be different.

Are markets underpricing geopolitical risks?

Oil prices have actually declined in the wake of Iran-Israel

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Rise of the yuan? Not so fast.

The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.

Fair value exchange rates in EM Asia

Fair value exchange rates in LatAm

Fair value exchange rates in CEEMEA