Disinflation will trigger some EMs to pivot ahead of the Fed
We examined which EM central banks will win the race to pivot, focusing on differences the extent to which core and services sector inflation generate persistence. Our historical analysis suggest EMs are able to get ahead of Fed pivots.

Gabriel Sterne
Head of Strategy Service & Global EM Research

Private: Gabriel Sterne
Head of Strategy Service & Global EM Research
London, United Kingdom

Lucila Bonilla
Economist

Private: Lucila Bonilla
Economist
London, United Kingdom
Lucila holds a BA in Economics and graduated recently with a master’s degree in Economics of Public Policy at the Barcelona School of Economics. Her research focuses on emerging markets macro. She joined Oxford Economics recently after working at one of LatAm’s top economic think-tanks and several international organisations (ECLAC, UNDP, OECD).
Tags:
Related Services

Service
European Macro Service
A complete service to help executives track, analyse and react to macro events and future trends for the European region.
Find Out More
Service
UK Macro Service
Track, analyse, and react to macro events and future trends in the United Kingdom.
Find Out More
Service
Emerging Markets Asset Manager Service
Emerging markets insight and opportunity at your fingertips.
Find Out More