Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets
Macro Hive Conversations With Bilal Hafeez
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The Outlook for Turkey in 2023
Lula came in at the macro level. There's been some questions around the fiscal side versus the central bank. How do you see Brazil at the moment? Yeah, it's interesting because it probably hasn't played out exactly the way I would have expected. It seems like expectations were too high. And now he's underperforming those expectations. The global economy is very different in 2023 than it was in 2002 when he came in. yeah.
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