Why a Slowdown in Emerging Markets Could Be a Good Thing What's bad for emerging markets is good for the U.S., says Francois Trahan, founder of Cornerstone Macro. Here's why. Related Articles Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business Angelo Calvello Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator James Comtois Oil Shocks, Inflation and Why the 1970s Playbook Has Its Limits Sponsored by CME Group