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The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and financial market disruption –...
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for public...
Latin America’s economy enters the new year on weakened footing. Our 2022 themes revolve around the inherent struggle between supporting a slowing...
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after the March 2020 overshooting event....
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies suffering...
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...
Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
Emerging market financial conditions remain very favourable in early 2021 even as inflation fears have grown and government bonds yields have crept...
Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see no...
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