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EM by EM #43: Rand’s Reckoning?

EM by EM #43: Rand’s Reckoning?

The latest US CPI data clearly indicates that inflation in the US is not yet defeated. With interest rate cuts anticipated further down the line here is our perspective on EM’s

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EM by EM #43: Rand’s Reckoning?

EM by EM #38: Inflation returning with a vengeance?

As the US CPI is set to maintain its resilience, several sectors are contending with margin pressure due to the slower decline in costs. In the world of emerging markets, the soft landing appears to be losing steam, running on fumes. Meanwhile, finance ministers are once again in the limelight as 2024 unfolds as a pivotal election year globally

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EM by EM #43: Rand’s Reckoning?

EM by EM #34: Xi’s whip and Powell’s kneeling

After tonight’s press conference, any doubt about who is driving monetary policy should be dispelled. Powell appears to be allowing the market to dictate and is hesitant to provide significant guidance, in stark contrast to Xi and China, which seem somewhat immobilized yet hesitant to acknowledge reality

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