Robin J Brooks
Robin J BrooksSenior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: [email protected].
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 316 | Subscribers | Read | robinjbrooks.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Prime Time for the Brazilian Real
Four years ago, I awoke to news that Russia had invaded Ukraine with a profound sense of horror. At the time, there was massive uncertainty, because it wasn’t clear if Ukraine would be able to withstand the Russian onslaught and the West wa...
Depreciation Pressure on Turkish Lira
Yesterday’s post flagged that Turkey’s “core” trade deficit in goods excluding gold and energy imports has widened back to levels that - in the past - have been a precursor to Lira devaluation. Whether we’re on the cusp of another devaluati...
Turkey's Huge External Imbalance
Back in November, I wrote a post about how Erdogan abuses Turkey’s banking system to engineer one credit boom after another. His goal is to run the economy “hot” into elections - cementing his grip on power - but the imbalances this creates...
What are the hottest EMs in 2026?
In my preview for 2026, one of my central predictions was that emerging markets (EM) would attract record foreign investor inflows into stocks and bonds this year. I think there’s two reasons for this. First, we’ve entered a phase of sustai...
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Authors
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Senior Fellow at the Brookings Institution, former Chief Economist at IIF and Chief FX Strategist at Goldman Sachs. All opinions are my own. Email: [email protected].
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