Unparalleled Divergences, Bessenomics, and AI Hype

Please join Chief EM/China Strategist, Arthur Budaghyan for a Webcast.

Thursday, May 28
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

Arthur will discuss:

• The Fed: Damned if it does, damned if it doesn’t
• Bessenomics upended?
• Get Out of the Dollar (G.O.D.) Thesis: paused, not reversed
• Unprecedented economic and market divergences
• Lessons from the 2000 tech bubble peak
• EM equities: A one-horse race
• Opportunities in EM fixed income and equities