NEWS Trends

Mainly positive revisions to the emerging market (EM) outlook this quarter, with growth upgrades everywhere but India, and inflation expectations pushed down across the board.

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NEWS Trends

Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last?

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NEWS Trends

Recent upbeat comments from European Central Bank President Mario Draghi prompted an immediate reaction from global financial markets, which appeared to sense early signs of a change in approach from monetary policymakers.

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