Disinflation will trigger some EMs to pivot ahead of the Fed

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Lucila holds a BA in Economics and a master’s degree in Economics of Public Policy from the Barcelona School of Economics. Her research focuses on emerging markets macro and strategy, along with country-specific coverage of Argentina and Uruguay. She joined Oxford Economics after working at one of LatAm’s top economic think tanks and several international organisations (ECLAC, UNDP, OECD).