Daily

The emerging markets crisis is real now More and more people are talking about the spillover of Fed policy into emerging markets as the crisis there gathers pace. I know the Fed Chairman Powell has said that EM is not his concern.…

Today's daily newsletter is very late but hopefully still useful. Yesterday I said I have a few thoughts on China that I want to run by you. I didn't get them out yesterday. So I will incorporate them into today's post. Feedback appreciated…

The continuing anti-immigrant fervour in Europe Little is known about how or why the brawl started. Police have dismissed rumours circulating online that the man was defending a woman from sexual assault. But within hours of his death in…

The daily is a bit late today because I had some engagements this morning. Things will be back to normal tomorrow. But expect a late newsletter on Thursday as well. 1. Canada's private sector echoing 1990s America Goldman has a good note…

I am back after a week away from the site. Politically, it was a pretty eventful week. On the economy and market side, it wasn't as dramatic. But I do have a few thoughts to start the week on what's relevant. 1. Sentiment shift on Mueller…

Daily post from Credit Writedowns with stories on inequality, China Turkey and Tesla

Today's daily newsletter has stories on US trade with Canada, Mexico and China, on predictions about the cycle ending, the Tesla saga, an interview with Hugh Hendry and much more

Stories on job losses on UK high streets, wage battles in Britain and bubbles in crypto and startup tech companies

The Turkish central bank has days to stop the currency freefall before we see defaults.

Daily newsletter from Credit Writedowns with stories on Turkey, Russia, weather, commodities, Amazon, and Tesla