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 Macro Hedge Funds Diverge Sharply Amid Tariff Turbulence Stephen Taub The Insatiable Search for Compute Power Could Drive Another Commodity Boom James Comtois Podcast: Uncovering Opportunities in Direct Real Estate Sponsored by Fidelity Investments