Skip to Navigation Skip to Posts Skip to Content
🌏 The EM recovery rested on three pillars. All three are cracking.

🌏 The EM recovery rested on three pillars. All three are cracking.

Brazil's IPCA-15 is forecast to breach the BCB's 4.50% ceiling at 4.55% YoY. Korea's incoming governor signals rate hikes. USMCA talks are putting Mexico's nearshoring investment model at risk.

Read next

Featured Post The week in view

πŸ“° Weekly Macro Roundup: 2026-11-07

Paid Post The week in view

πŸ‡¨πŸ‡³ Beijing lowers the funding floor quietly, leans on the yuan and asks firms to buy their own shares

Become a Member

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

Sign up now