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).
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