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Macro - Weekly Briefings - Emerging Markets

Publisher Oxford Economics
Published Aug 30, 2024
Length 5 Pages
SKU # OFE19150929

Description

Macro - Weekly Briefings - Emerging Markets



A positive lesson from the recent global volatility is that EM bonds and FX appear partially insulated when the risk-off is associated with declining US inflation expectations and a weakening greenback. Furthermore, we see an upside risk for EM bond returns that the imminent Fed pivot triggers expectations to adjust towards our relatively low view of EM terminal rates.

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5 Pages
Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.

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