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Policy Chaos and the Dollar Dilemma: Why US Strength Is Killing the Safe Haven Status
In an environment of globally falling interest rates, the search for yield has once again pushed the emerging market (EM) carry trade to the forefront of investor strategy.
Oct 20, 2025

Marco’s Substack Podcast
Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money
Economics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients moneyListen on
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