High economic-political uncertainty paired with low volatility amplifies market risks
Rampant inflation is most prevalent in lower-middle income countries, except for Argentina and Turkey
The Fed's data-dependence is clouding EM's mostly-benign cutting cycle outlook
The recent escalation presents downside market risks, albeit these are limited.
Markets cautious on newly-elected President Dissanayake, renegotiations
Small island states and large emerging markets have the biggest budget deficits in 2024
EM convergence to rich-world wealth levels is concentrated in Europe and Asia
2024: string of electoral victories for right-wing populists across emerging markets
It's not just the usual suspects: some oil exporters also have low official reserves levels
Instead of "one and done", Islamabad and the Fund kick the can down the road.
Rampant inflation and booming credit are causing external imbalances
Does international investment into the US cause asset bubbles?
