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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyAugust 26, 2020
EM Debt Daily: South Africa – Inflation and Policy Limitations
Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
South Africa’s inflation surprised to the upside in July, limiting room for traditional policy easing. Mexico’s 2020 GDP will be one of the weakest in LATAM despite the June bounce.
Emerging Markets Debt DailyAugust 25, 2020
EM Rate Hikes? Not So Fast
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreThe consensus does not think that recovering growth and bottoming inflation justify major rate hikes in EM. Brazil’s external balance remains solid, but fiscal/political noise limit the market impact.
Emerging Markets Debt DailyAugust 24, 2020
Mexico – Inflation Target Challenged (Again)
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreMexico’s headline inflation hit the top of the target range, reducing room for additional rate cuts. Fitch revised Turkey’s outlook to “negative”, citing policy credibility and the loss of reserves.
Emerging Markets Debt DailyAugust 21, 2020
EM Growth Backdrop – 2nd Wave Concerns
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina and South Korea reported encouraging activity numbers, but European PMIs reminded about the virus’s second wave risks. Turkey’s gas field discovery turned out less exciting than expected.
Emerging Markets Debt DailyAugust 20, 2020
Turkey Central Bank – Neither Here Nor There
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreTurkey’s central bank remained indecisive, opting for “cosmetic” changes in the policy setup. China sent a clear message that “blanket” monetary easing is coming to an end.