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Donald Elefson
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Donald Elefson

@etherfusedon
Stable bond and currency analyst. 39 years emerging market investing CFA
USA
Joined September 2025
23
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    Donald Elefson
    @etherfusedon
    Aug 13
    Article cover image
    Article
    The End Is Nigh
    This piece smacks a bit of a zealot standing on the street corner proclaiming “the end is nigh”, again. But it is crucial to reiterate that the dollar shows a huge risk of declining in value....
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    Donald Elefson
    @etherfusedon
    Aug 5
    Article cover image
    Article
    Brazil Scores 2 out of 5 But Yield Still Good
    Brazil Scores 2 out of 5 · NFM=0 · Government Debt=-1 · Inflation= 1 · Currency = 1 · Interest rates =1 Brazil has done exceptionally well in the last years with its economic policy. Inflation has...
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    Donald Elefson
    @etherfusedon
    Jul 24
    Article cover image
    Article
    Kazakhstan's Country Debt Score 4 out of 5!!
    Kazakhstan’s score is a 4 out of 5 · NFM=1 · Government Debt=1 · Inflation= 1 · Currency = 1 · Interest rates =0 Aside from stubbornly high interest rates, although the direction of change is...
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    Donald Elefson
    @etherfusedon
    Jul 7
    Article cover image
    Article
    Mexico 1H 2026
    US Dollar Key events effecting currency markets in the first half of the year were the war with Iran, uncertainty at the US Federal Reserve, potentially higher US interest rates, a strong oil price,...
  • user avatar
    Donald Elefson
    @etherfusedon
    Jul 7
    Article cover image
    Article
    Brazil 1H 2026
    US Dollar Key events effecting currency markets in the first half of the year were the war with Iran, uncertainty at the US Federal Reserve, potentially higher US interest rates, a strong oil price,...

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