SOM: Global Slowdown Accelerates
Here is my latest update on the slowdown
Year Ahead 2019: Global Slowdown
Year Ahead 2019: Global Slowdown (all sections) Year Ahead 2019: Intro Global Slowdown Year Ahead 2019: Position For An EMU Slowdown Year...
SOM: Stronger Dollar Part III--Weaker Oil And EM
Here is more details on my view on Oil and EM
