Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* The GRID, Larry Brainard, Jon Harrison, 18 Oct 2017
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* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017

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TS Market Views

Overview

Our monthly “Market Views” lists Trusted Sources’ high-conviction absolute return market views across asset classes. For each market view, we summarize the rationale and link to relevant research publications that provide a more detailed analysis.

Table 1: High-conviction absolute market views

Current market prices are as of 8:00 a.m. on 8 June 2015. Further explanation of Table 1 can be found at the end of this note. Closed market views are shown in...

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