Edmund R. Kauferton·1d agoThe Illusion of Index Resilience and the Reality of Debt Servicing Costs by Edmund R. KaufertonAs I evaluate the macroeconomic data moving through the second week of November, a significant divergence is becoming impossible to ignore…
Edmund R. Kauferton·Oct 7The Hidden Siphon: How FX Hedging Costs Impact Emerging Market Equities by Edmund R. KaufertonEvaluating the true liquidity of emerging market equities requires looking beyond surface-level index volumes and examining the underlying…
Edmund R. Kauferton·Oct 1Inflation Stickiness and the Boundaries of Monetary Policy in Emerging Markets by Edmund R.As the fourth quarter begins, a dangerous macroeconomic myth is taking hold among cross-border equity investors: the assumption that recent…
Edmund R. Kauferton·Sep 29Tracking Institutional Rebalancing: What Q3 Volume Anomalies Reveal About Q4 Capital AllocationThe conclusion of the third quarter presents one of the most critical analytical windows in the macroeconomic calendar. As institutional…
Edmund R. Kauferton·Sep 27The Anatomy of an Emerging Market Yield Trap by Edmund R. KaufertonEvaluating emerging market equities in the current macroeconomic environment requires a strict departure from traditional valuation…
