Found articles
Emerging Markets are forced to spend on Covid and increase budget deficits that were already unsustainable and at breaking point.
EMEs / Macroeconomics / Yield / GDP
The Unravelling of The Emerging Market

As the hunger for debt issuance had been growing at an insatiable clip, and the Latin American debt...

Reversal in unemployment numbers look like they have hit a peak
Jobs / GDP / Stimulus / Macroeconomics
Employment Data Show Probable Dead Cat Bounce

We are currently tempering unemployment with what is now the tail end of the Payroll Protection Prog...

When the loss of economic activity comes to bear, the recovery will take a very different form.
Markets / unemployment / GDP
Recovery is Looking Like a 'Z'-shape Recovery, Here's Why

Our recovery is going to take on more of a ‘Z’ shape. Since the virus broke, we have been plodding a...

Markets are in a flight of suspended fancifulness
Stimulus / Fed / Markets / Unemployment / Treasuries / Bonds / GDP
The Markets are in a Suspended Animation Perpetuating a Denial of Reality

Question is, why are we still here? Why is the market still exuberant? The market is waiting for mor...