Macro - Weekly Briefings - Emerging Markets


Attention: There is an updated edition available for this report.

Because there are so few if any winners in a trade war, we slashed our EM GDP growth forecasts by 0.4ppts to 3.7% in 2025 and by 0.2ppts to 3.7% in 2026. These are the largest downgrades we've made to our EM growth projection since the onset of the coronavirus pandemic.


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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