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EM Drop-In: Rate cuts, friendshoring, the carry trade and more

In the latest of our monthly EM Drop-Ins, Shilan Shah le  a team of economists from across our EM and Markets services to answer client questions on what’s happening in EM macro while addressing key issues including:

  • Which EMs are benefitting from the friendshoring of supply chains
  • Whether we are on the cusp of a broad-based EM loosening cycle
  • Prospects for the EM carry trade

Click here to watch the replay 

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