Trump's levies could send U.S. inflation 1.4 percentage points higher.
Tariffs, deglobalization set to shift growth from EMs to the U.S.
Rampant inflation is most prevalent in lower-middle income countries, except for Argentina and Turkey
Rampant inflation and booming credit are causing external imbalances
Famous last words, but this time could be different.
Higher for (a bit) longer, but don't buy into inflationista hype
DMOs should be prepared for Fed rate cuts
