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As you already know the Brasil World Cup 2014 finale will be played between Germany (Developing Market team) vs Argentina (Emerging Market team). In this blog post I just want to take the time and have a look into the economics data and see how the two economies stack up against each other. Last time I've wrote about the World Cup I've applied a carry trade strategy by going long a basket of emerging currency market funded by a basket of developed market currencies and see who would win based o…
As you already know the Brasil World Cup 2014 finale will be played between Germany (Developing Market team) vs Argentina (Emerging Market team). In this blog post I just want to take the time and have a look into the economics data and see how the two economies stack up against each other. Last time I've wrote about the World Cup I've applied a carry trade strategy by going long a basket of emerging currency market funded by a basket of developed market currencies and see who would win based o…