Guillaume Tresca - Crédit Agricole

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Last quote by Guillaume Tresca

We saw a good emerging markets sell-off over the last two weeks, so there is a bit of a consolidation. There are only negative signs (from the NAFTA talks). Discussions look difficult so it could cap the peso's appreciation.feedback
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Oct 12 2017 NAFTA
Guillaume Tresca has most recently been quoted in an article called EMERGING MARKETS-N.Korea tensions knock stocks, EM bond yields go sub 6 pct. Guillaume Tresca said, “EMs have really been supported by lower U.S. rates and the rally seems really powerful because despite this rebound of risk aversion nothing really happens. That being said the room for further EM performance is really shrinking. Valuations are quite high so we are turning a little bit more cautious than before.”. Guillaume Tresca has been quoted a grand total of 14 times in 10 articles.
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Guillaume Tresca quotes

Nov 22 2016

So there are indications the government may have changed its stance, this is a game changer.feedback

Sep 30 2016

During the summer it was a global rally with no discrimination. Volatility was really low so that encouraged carry trades. Also, there have been no big surprises in China and no big surprises in commodities.feedback

Mar 04 2016

Today Lula was arrested. Maybe this is helping Brazilian assets because of the idea that it will speed up the impeachment process (of Rousseff).feedback

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