Get ready for a little EM inflation

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“In my view this is the riskiest part of the emerging-market cycle: the recovery. If policymakers get this wrong, we could see a lot of price action, final goods and assets alike, on the horizon,” said economist Rebecca Wilder in this guest contribution. […]

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Financial regulatory reform …

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US financial regulation dimmed yesterday after bipartisan Senate talks collapsed (boosting bank share prices!). […]

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