Tariffs, deglobalization set to shift growth from EMs to the U.S.
It's not just the usual suspects: some oil exporters also have low official reserves levels
Rampant inflation and booming credit are causing external imbalances
Famous last words, but this time could be different.
Oil prices have actually declined in the wake of Iran-Israel
Unsustainable USD dominance here to stay
The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.
