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Daniel Lacalle
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Daniel Lacalle retweeted
Daniel Lacalle 13h
Emerging markets face a wall of US$-denominated debt maturities just as growth and inflation expectations weaken. Most countries maintain ample reserves, but outflows added to lower $ revenues can make debt repayment a challenge. Global search for yield mitigates the risk.
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Daniel Lacalle retweeted
Danielle DiMartino 16h
Argentina’s Massive Sell-Off Had a 0.006% Chance of Happening - Bloomberg RISK HAPPENS FAST
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Daniel Lacalle 5h
Can A New Stimulus Plan Revive The Eurozone Economy? ⁦
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Daniel Lacalle 5h
One inverted yield curve does not necessarily precede a recession. When, like today, fifty countries have an inverted yield curve it is an entirely different scenario.
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Daniel Lacalle 12h
Currency Wars: An assault on wages and savings where no one wins. My article at
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Daniel Lacalle 12h
We have commented a few times the divergence between the rise of non-tradable good prices and tradable ones. Good post 👇 The CPI Constantly Understates Inflation: Why This Will Lead To Catastrophe | Zero Hedge
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Daniel Lacalle 12h
Half the World's Economies May Be Heading for Recession
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Daniel Lacalle 13h
Emerging markets face a wall of US$-denominated debt maturities just as growth and inflation expectations weaken. Most countries maintain ample reserves, but outflows added to lower $ revenues can make debt repayment a challenge. Global search for yield mitigates the risk.
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Daniel Lacalle retweeted
MacroVoices Podcast Aug 15
MacroVoices and welcome Daniel Lacalle to the show to discuss the risks of competitive devaluation, if the bond market is signaling a bear market & the outlook on gold and its new correlation to the dollar.
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Daniel Lacalle 16h
Replying to @MarioBerky
Please...
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Daniel Lacalle 17h
Analysis of 100 countries shows that budget adjustments via spending cuts are better for growth, consumption and investment than tax increases. Alesina, Favero & Giavazzi
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Daniel Lacalle 18h
Argentina cannot survive a destructive monetary policy. ... And it seems it will go down Venezuela way again soon.
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Daniel Lacalle retweeted
Jon Horvath 21h
completely agree and is why lower rates won’t drive growth, just continued mis-allocation of capital...
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Daniel Lacalle 23h
Why stock, bond market divergence is dangerous - Business Insider. My comment at ⁦
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Daniel Lacalle Aug 17
Slowing economy has little to do with trade wars and a lot to do with excess debt and capital misallocation.
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Daniel Lacalle Aug 17
From the creators of "robust growth thanks to the decisive actions of the European Union" comes "it's just a slowdown due to the China-US trade war"
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Daniel Lacalle Aug 17
No one can blame them after the bank runs and dollar confiscations.
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Daniel Lacalle Aug 17
Who will decide the fate of Hong Kong? - The Economist asks: Hong Kong
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Daniel Lacalle retweeted
Chus Manrique Aug 16
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Daniel Lacalle Aug 17
Perpetual bonds at negative real yield? What does that tell us about growth and inflation?
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