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VanEck Blog - Emerging Markets Debt Daily
Emerging Markets Debt DailyMay 29, 2020
Turkey – Policy Challenges Multiplying
Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Turkey’s Q1 GDP print points to both COVID and structural headwinds to growth. Argentina releases new information that improves the debt restructuring offer.
Emerging Markets Debt DailyMay 28, 2020
Poland – “Whatever It Takes” with a Bang
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read morePoland surprised with a 40bps rate cut this morning. Mexico’s central bank communications point to a cautious pace of future rate cuts
Emerging Markets Debt DailyMay 27, 2020
Move Over Millennium Falcon!
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreEM central banks cut rates by a total of 1965bps in the past three months, so a pause might be the right policy choice right now. EM recouped a big portion of March’s reserve losses.
Emerging Markets Debt DailyMay 26, 2020
Brazil – Political Noise Down, Markets Up
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read morePolitical tensions in Brazil calmed down, so the market can re-focus on fundamentals. South Africa is doing well on positive re-opening news.
Emerging Markets Debt DailyMay 22, 2020
China – Tense Politics, Prudent Macro
by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Read moreChina drops the GDP growth target, focuses on employment and introduces another fiscal package that is smaller than expected. Argentina is heading for another default, as the grace period ends today.