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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

    China’s exports surprised to the upside in July, but headwinds are real. Mexico inflation edged higher, however there is still room for gradual rate cuts.

    Emerging Markets Debt Daily

    August 06, 2020

    Turkey – Cornered?

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

    Turkey’s meltdown continued this morning as the market believes the current policy framework is not sustainable. Two more EM central banks stayed on hold, keeping their remaining powder dry.

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    Emerging Markets Debt Daily

    August 05, 2020

    EM Growth – Dollar Down, EM Up

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

    EM growth downgrades are over for now – the sizable stimulus and the weaker U.S. Dollar give a helping hand. Turkish rates and currency remain under pressure this morning, concerns about economic policies persist.

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    Emerging Markets Debt Daily

    August 04, 2020

    Turkey Currency Market Is Broken Again

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

    Turkey’s policy mistakes are back in the spotlight, following a huge spike in overnight rates. Argentina reached a deal with three major creditor groups.

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    Emerging Markets Debt Daily

    August 03, 2020

    EM Growth – Uneven Progress

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

    EM activity gauges show a positive momentum, but progress is still uneven. Indonesia’s inflation remained below the central bank’s target range, opening room for another rate cut.

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