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Thought Leaders - Natalia Gurushina

Chief Economist, Emerging Markets Fixed Income Strategy

About Natalia

Understanding the macroeconomic nuances of the emerging markets takes a keen eye, developed over years of practice.  However, more importantly, the ability to translate and clearly communicate the ramifications of these trends is an innate skill.  Natalia combines these qualities through sharing her daily views on the emerging markets.

My Insights

Emerging Markets Debt Daily

December 03, 2020

Turkey Inflation – Back with a Vengeance

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

A surprising increase in Turkish inflation will test the central bank’s recent policy U-turn. Brazil’s Q3 rebound was weaker than expected, raising more questions about the country’s ability to grow out of debt.

Emerging Markets Debt Daily

December 02, 2020

Brazil Recovery – A Step Back?

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

Brazil’s industrial production disappointed, raising concerns about the pace of recovery once the stimulus ends. Global food prices might be topping out, but risks remain.

Emerging Markets Debt Daily

December 01, 2020

EM Growth – Bullish Signs

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

The vast majority of EM manufacturing gauges stayed in expansion zone in November. Brazil’s surprising decision to increase energy tariffs points to short-term inflation risks in EM.

Emerging Markets Debt Daily

November 30, 2020

China Growth – Stronger Sequential Momentum

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

China’s official activity gauges point to a stronger sequential growth momentum. Turkey’s Q3 GDP bounced more than expected, but the end of cheap credit is a major headwind going into 2021.