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
EM sovereign debt will no longer be the exclusive focus of this newsletter.
The Ukrainian president will sign a minerals agreement with Donald Trump on Friday.
The Central Asian republic is aiming to place a $1.7bn debut hard currency bond as sanctions-busting accusations mount.
The incoming U.S. President has set a 5% of GDP defense expenditure threshold.
The Economist's annual designation is notable for how poorly past winners have fared in ensuing years.
High economic-political uncertainty paired with low volatility amplifies market risks
The recent escalation presents downside market risks, albeit these are limited.
2024: string of electoral victories for right-wing populists across emerging markets
Though Chinese creditors still hold more LMIC external debt than the G7 ex-Japan
Limited impact of energy sanctions against Russia
