Brent is still only at $77, VIX is contained, gold is trading flat. Bigger market risks lie elsewhere.
Trump could well be ushering in a golden age for emerging market assets.
Checklist: overvalued currency, high external debt, weak revenues, low reserves
Improvement on key macro-fiscal metrics in the region points to strengthening policy credibility
Have a weaker dollar and the Covid inflation hangover eroded EM competitiveness?
Hint: this country exchanged some debt in 2023 and has since secured an IMF deal.
The Sovereign Stress Tracker covers 43 market-access emerging-frontier markets
Hint: it's not the "E", or the "S", but the "....
The IMF-World Bank Spring Meetings have concluded on a somber note.
Trump's levies could send U.S. inflation 1.4 percentage points higher.
U.S. Treasuries lose their safe haven status amid a secular rotation away from U.S. assets
The U.S. tariff bazooka rips through global markets as investors flock to havens
