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FEB 24, 2013 - Zero Hedge

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Andy Lees: "Emerging Markets Unable To Continue The Heavy Lifting"

After his departure from UBS, Andy Lees went radiosilent while setting up his own research company, AML Macro. We are now happy to be able to bring to our readers' the occasional report from Lees, who has traditionally been one of our favorite macro analysts, and whose insights are usually months ahead of the maintstream. Emerging Markets Unable To Continue The Heavy Lifting AML Macro Limited In the last few days we have seen reports suggesting Brazilian household debt and service payments are weighing on growth, that Southeast Asia’s commercial credit is approaching its pre-1997 financial ... Read More

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