Our latest Emerging Market macro forecasts and asset views
We examine how Emerging Market economies will react to slowing global demand, falling global interest rates and consider US political risks. The global backdrop is delivering a benign environment for EM assets, at least until US citizens deliver a political verdict.
Gabriel Sterne
Head of Global Emerging Markets
Private: Gabriel Sterne
Head of Global Emerging Markets
London, United Kingdom
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.
Callee Davis
Economist, Canada
Callee Davis
Economist, Canada
London, United Kingdom
Prior to joining Oxford Economics Africa in 2019, she garnered experience at Economic Research Southern Africa, the UNESCO Institute for Lifelong Learning and the International Tribunal for the Law of the Sea.
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