Doomed to relive 1970 stagflation nightmare
Matein Khalid The Treasury bond bloodbath is no longer about Fed policy, inflation mojo or the business cycle. It is
Matein Khalid The Treasury bond bloodbath is no longer about Fed policy, inflation mojo or the business cycle. It is
Matein Khalid The greenback was a one way bet since June when I had strongly recommended selling the Euro at
Matein Khalid While hardly news to the cognoscenti of Dalal Street and Planet Desiwalla, India’s stock market has been on
Matein Khalid Anguished at the atrocities in Israel/Gaza, I turn to a happier and happening EM, my obsession du jour
By Matein Khalid Something is dangerously wrong in a world where the price of crude oil can drop 5.6% in
By Matein Khalid India is the crown jewel in the MSCI EM index, just as it once was for the
Matein Khalid Lord Rothschild’s advice to “buy when there is blood on the street” is perfectly apt in the bombed
Matein Khalid It was a mini Black Thursday for debt/equities last night but it was macro nirvana for me as
Brent crude’s meteoric 35% rise from $70 in early June to $95 as successive Saudi Arabian/Russian output cuts and a
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