Insights
Growth, debt, currencies and the cross asset picture the rest is read against.
Notes, page 5 of 24
When one devaluation set the whole continent on fire. What happens when politics, policy, and perception all unravel at once? In 1994, Mexico was supposed to be a success story..
Read →🚦 The Latin American debt crisis (1980s) Introduction Dear all, Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too.
Read →What happens when a central bank loses its independence – and the market stops believing. Can a currency collapse without war, sanctions, or global contagion – just because of bad.
Read →🚦 The Global Financial Crisis (2008) Introduction Dear all, Over the past few days, I’ve found myself digging deeper into a question I often return to when things seem too calm.
Read →When five nations rewrote the rules of the global economy. Can governments really manipulate the value of money – and get away with it? It’s a question I used to ask myself with.
Read →Keep reading
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