🌏 Emerging markets pay for $104 oil five different ways, and only Taiwan comes out ahead
🌏 With oil above $100, the real-rate cushion is what separates emerging-market central banks
🌏 RBI ends its easing cycle as Brazil's election shock fuels a record rally
🌏 Turkey cools, India tightens and the Philippines overheats in the same week
🌏 Brazil's rally outruns its own inflation data as Bolsonaro forces a runoff
🌏 Korea's record chip exports and South Africa's rate hike are two sides of the same trade
🌏 Colombia hikes into stagflation while Korea's chip boom hides a factory slump
🌏 Korea's factory slump and Brazil's jobs beat are both too messy to take at face value
🌏 Brazil's IGP-M swings back to inflation just weeks after the BCB's cut
🌏 India's factories are humming, and the RBI is about to hike anyway
