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Brazil
Despite the Fed’s rate rise, the convergence to zero continues unabated
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Commodities complex worsening
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Quick thoughts on recent macro news: China, Brazil, US
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The strong dollar, the carry trade and market volatility
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The Chinese currency crisis: a mental model on catalysts, contagion and vulnerability
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How would markets deal with a Petrobras default?
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The US Armageddon Scenario Part 2
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The US Armageddon Scenario and 1937
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EM turmoil and Eurozone laggards
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Fed rate hikes, the European economy and the Brazilian slowdown
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