Peter Marber

Globalization Expert | Author | Wall Street Veteran | Professor | @apertureinvstrs
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[Peter Marber @PeterMarber]

Kareem Abdul Jabbar was my hero growing up and he even more inspirational since he retired. His latest great feat. https://t.co/1ijWbd3Via

[Peter Marber @PeterMarber]

For those of us who think #communism has been long dead, read this interview between #Stanford scholar Stephen Kotkin and Jordan Schneider of Rhodium Group. Fascinating discussion on #China and the mindset of its leadership. https://t.co/YG9jWny0VT

[Peter Marber @PeterMarber]

Are financial conditions tightening? History show's that lending standards tend to rise with Fed discount window use - which has picked up since the SVB stress began. #investments #interestrates #economics

[Peter Marber @PeterMarber]

I've travelled to some remote places in emerging markets, but the West #Texas area near the border of Mexico is pretty barren. The nearest town near this #PradaMarfa art installation is Valentine, with a population of 73 - less than the speed limit of 75mph! #roadtrip #Marfa

[Peter Marber @PeterMarber]

With volatile #interestrates, friends at https://t.co/2pnyIQNQBj have developed this useful tracker for worldwide comparisons. #FX #investments #emergingmarkets

[Peter Marber @PeterMarber]

Which countries are still importing #energy from #Russia since the invasion of #Ukraine? A surprising mix. https://t.co/aZkRLcL4Pn

[Peter Marber @PeterMarber]

For the last 50+ years #inflation has always been higher in emerging markets than in the #US, #Europe and other developed regions. Not any more.

[Peter Marber @PeterMarber]

#ChatGPT is just the beginning of an #AI revolution. My latest article for #Newsweek. #tech
https://t.co/CPJnAf0LxG

[Peter Marber @PeterMarber]

#ChatGPT is just the beginning of an #AI revolution. My latest article for #Newsweek. #tech
https://t.co/gjBruIodOP

[Peter Marber @PeterMarber]

China #economy rebounding quickly with relaxation of #Covid lockdown policy. Courtesy of Alpine Macro.

[Peter Marber @PeterMarber]

Many of my students are surprised how expensive office rents are in emerging markets, particularly in #China and #India - often higher than all but the most expensive zip codes in the US, Europe, and #Japan. Courtesy of JLL. #realestate

[Peter Marber @PeterMarber]

Macrobond charting major 2023 flows in #Asia #stocks, with #China already netting $14 billion.

[Peter Marber @PeterMarber]

Morgan Stanley still bullish on emerging markets #gdp growth in 2023 while projecting slowdowns in developed markets. #china #india #korea

[Peter Marber @PeterMarber]

State Street 'loving all things EM,' encouraged by investor flows and relative value. Is 2023 the long awaited rally #emergingmarkets have been waiting for? Maybe with #China reopening and growing faster than expected, it could be. Thoughts?" #investments #FX

[Peter Marber @PeterMarber]

After historic outflows in #emergingmarkets debt in 2022, major sentiment change and reversal in first weeks of 2023. Courtesy of Credit Suisse. #investments #bonds

[Peter Marber @PeterMarber]

How many more rate hikes will we see from the Fed? Oxford Economics notes that Conference Board's Leading Economic Indicators fell 1.0% in December, following a 1.1% drop in November, and a 1% down in October. Ten consecutive months of decline! #inflation #interestrates

[Peter Marber @PeterMarber]

Fascinating chart created on Alphacast. Human Capital is highly correlated with GDP over long periods. Note key emerging markets and how some have caught up and, in some cases, surpassed the #unitedstates and #japan.

[Peter Marber @PeterMarber]

Technical analysis very important to emerging markets, particularly in the short run. Excellent chart from Bank of America showing how positioning in EM #stocks has shifted in the last several weeks which has fueled the EM equity rally

[Peter Marber @PeterMarber]

For those that speak French (or use Google translate!) my thoughts on #Croatia joining the Euro. #investing #emergingmarkets https://t.co/572R2evUq1

[Peter Marber @PeterMarber]

Celebrating my 10th year teaching emerging markets #finance at #Harvard. Couldn't do it without the help of the great Luis Echeverri. #highereducation