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  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Poland and Turkey frontload monetary policy easing. The U.S. Federal Reserve contemplates reinstating commercial paper funding facility.

    Emerging Markets Debt Daily

    March 16, 2020

    China Activity Is Down But Recovery Is In Sight

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s activity indicators for February looked very weak, but high-frequency indicators point to nascent recovery. The IMF says it is ready to mobilize a USD1T lending facility, as the Federal Reserve’s policy bazooka disappoints the market.

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    Emerging Markets Debt Daily

    March 13, 2020

    China’s Liquidity Boost

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China goes for an emergency cut in banks’ reserve requirements. Argentina’s inflation surprises to the downside.

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    Emerging Markets Debt Daily

    March 12, 2020

    Brazil’s Fiscal Risks Return

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s fiscal policy setback was poorly received by the market. India’s downside inflation surprise opens the door for an inter-meeting rate cut. 

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    Emerging Markets Debt Daily

    March 11, 2020

    China Stimulus – Fiscal Predominance?

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s latest credit numbers looked less extreme than headline prints suggest. Brazil can still cut rates despite an upside inflation surprise.

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