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Russell Clark: Brace For Structurally Higher Inflation
The Macro Trading Floor
Are Emerging Market Currencies Vulnerable?
Handra: What is going to be the flash point of the sort of canary in the coal mine in terms of specific emerging market currencies? I think brazil. This is a country i would like to mention, actually. The only reason why the brasilian real copes this well with the current turmoil that we see around the globe is the commodity sectorite. So if that final straw braks, then orse, the bracilian rail is an easy target,. If crude oile is at 60 dollars, thats a very different situation for or gapped, definitely. A and ya, i say, andreas, what do you think? Is this arena bullmarket for
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