EM Fixed Income: Assessing a big week for trade and macro data
Market volatility in emerging markets is being caused by tariff announcements, with most countries facing a 15% tariff level for exports into the...
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EM Fixed Income: Summer catch-up as spreads catch-down
Overall, the risk environment for EM sovereign credit markets is negative, with signals of weaker growth and inflation picking up in the US, as...
521 Views
EM Fixed Income: Emerging Markets Outlook and Strategy: Hold Reduced EM Exposure into the Summer
Uncertainty surrounds the implementation of reciprocal and fentanyl based tariffs under the IPA Act, with potential impact on EM economies and...
346 Views
EM Fixed Income: Weighing the impacts of Middle East escalation
Overall, the reaction of emerging markets to tensions in the Middle East has been minimal, with concerns about potential impacts on economic growth...
171 Views
100 days later: are all countries emerging markets now?
Bob Gilhooly discusses Trump's first hundred days in office, focusing on trade deficits, tariffs, tax cuts, and the uncertainty surrounding trade...
637 Views