All posts in " Emerging Markets "

BRICS, Real Estate, & Pensions

By admin / December 19, 2019

QUESTION: Dear Amstrong, Thank you for all the training you have been teaching us for years. Even though I have gone through 3 universities and have special titles in economics and finance, only after accompanying you for these 15 years, I could understand a little of the true world in which we live. I have two […]


PRIVATE BLOG – Emerging Market Chaos

By admin / March 29, 2019

PRIVATE BLOG: Emerging Market Chaos Private blog posts are exclusively available to Socrates subscribers. To sign-up for Socrates or to learn more, please visit


The Financial Panic of 2019?

By admin / March 28, 2019

The distortion in the yield curve is building with tremendous force. There are vast bids for US 90-day T-Bills from around the world and no offers. The shortage in US government paper is now being reported to us from repo desks around the world. There is a MAJOR PANIC in to the dollar as emerging markets […]


Emerging Market Debt Crisis – A Reality Check

By admin / September 6, 2018

QUESTION:  Hello Martin … I follow emerging markets closely and one thing I note is that the size of the sovereign forex-denominated debt burdens are quite small relative to GDP except in the case of Argentina (48%). Everybody else, including Turkey and Indonesia) is 11% or less. How can you have a debt crisis if […]


Don’t Cry for Me Argentina – It’s a Global Debt Crisis

By admin / September 5, 2018

QUESTION: Mr. Armstrong; Our government here in Argentina has told us we should expect more poverty and there is no hope for the future. Socrates has been amazing on its forecasts on our currency. There are enough of us down here who would sincerely ask would you consider advising Argentina to straighten out our economy […]


Coming Crisis: Emerging Market Debt

By admin / June 22, 2018

QUESTION: Mr. Armstrong; Just to clarify, a continued rate hike in dollars will send Emerging Market debt into chaos and possibly default. Is this both public and private? Thank you. You are a voice in the wilderness PK ANSWER: Oh yes. Both public and private emerging market debt raised money in dollars. A 2% increase […]


Money Rushing in Emerging Markets & Europe – Really?

By admin / May 15, 2017

QUESTION: Martin; it seems the Emerging Markets are back in favor just as interest rates are on the rise and their dollar borrowings have exploded. Is this the final bubble that is unfolding? When the WSJ writes about a trend it is usually the end. They are noting that significant flows of funds are now […]


Emerging Market Debt Expanding Twice the Rate of 2016

By admin / May 9, 2017

The view that BREXIT is a creating uncertainty in Europe with the swell of populism, the demand for dollar denominated debt has been strong over the past year. This has led to more debt being racked up at a faster pace than ever in US dollars among emerging markets, which stood at about 50% of […]


Crude – Equities – Euro

By admin / January 21, 2016

We will post a 35-minute video update to the World Economic forum (see “Helpful Video” thread) that will cover key markets. We have warned that January looked like a correction all around. Wall Street rallied after a hesitant start on … →