Christian Stracke Quotes (7 Quotes)

All of this is Monday morning quarterbacking. If you or I were in there we'd probably have done a much worse job. His great legacy was his pragmatism. He was cautious.

New concerns about inflation, especially of oil prices, raises questions about the outlook for inflation in developed economies (that) could certainly upset that equation and drive emerging market spreads higher again.

Even if he doesn't win, he could be a radical voice for the left.

On the flip side, there should be more concern in Brazil.

It is a perfect time for populism. It will be more and more difficult for Brazil to resist.

So you put a little Jamaica in the fund, a little South Africa, a little Thailand. In a global crisis, all three will be a dog. But if you're a hedge fund manager, you don't care. You just want to offer as much diversification as possible, with as much yield as possible.

Because the economy is so strong, import growth is also very strong, and that import growth is eroding trade surpluses. Surpluses of more than a billion a month might be over.