★ Daily Intelligence Briefings (DIBs)Economics & TradeMarketsMonetary Policy Emerging Markets Log Another Year of Slack, But Expectations for a 2022 Rebound are Stirring Emerging markets equities largely underperformed major indices in 2021, a continuation of longer-term weakness. However, expectations for a reversal of…McAlinden Research PartnersJanuary 5, 2022
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina’s Spectacular Equity Rally Boldly Defies Economic Fundamentals There appears to be a disconnect between Argentina’s economic reality and its equity market. The spectacular 50% rally of the…McAlinden Research PartnersAugust 3, 2020
★ Daily Intelligence Briefings (DIBs)Economics & Trade Argentina Debt Default Not Fully Priced into Equity Market Ever since a 2018 currency crisis forced Argentina to seek out a $57 billion bailout from the International Monetary Fund,…McAlinden Research PartnersApril 23, 2020