Financial Times - 12th May 2017

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Chris Watling of Longview Economics believes that EM and Europe are ripe for disappointment as China’s tightening in financial conditions signals a peak in global reflation. Another sign of tightening pressure is the steady rise in dollar Libor since last summer. ‘’Everyone is very excited about Europe and EM, as is typical when we get to the end of a trade,’’ says Mr Watling.

 


https://www.ft.com/content/0f6e4c50-364e-11e7-bce4-9023f8c0fd2e