Skip to Navigation Skip to Posts Skip to Content

Paid Post The day in view

🌍 Brazil's industrial output is booming. Its domestic manufacturers have been contracting for nearly a year.

Paid Post The day in view

🌍 The April EM PMI rebound has a front-loading problem

Paid Post The day in view

🌍 Brazil disinflates, India's PMI holds above 57, and Korea's April CPI narrows the EM easing queue

Paid Post The day in view

🌍 EM manufacturing is fracturing into three blocs — and a Hormuz incident threatens the leaders

Paid Post The week in view

[EM] Mexico's Worst Post-COVID Quarter Exposes the Tariff Trap in the Nearshoring Trade

Paid Post The day in view

[EM] India's Rate Cuts Hit a Deposit Wall as Credit Growth Slips to 15.0%

Become a Member

Daily and weekly briefings on global markets, for self-directed investors who want to be informed, not doomscrolled.

Sign up now