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 A New Short-Only Fund Is Coming — And Markets May Be Ready for It Michelle Celarier Why Gulf Markets Haven’t Reacted — Yet Hassan Jivraj Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset Sponsored by Davidson Kempner