Global Macro Service > Research Briefings > Global
The negative impulse from external factors that hit emerging markets (EM) in 2018 is starting to ease, in large part thanks to a more dovish Fed. Looking at a range of ‘shock indicators’, we expect that around 40% of the adverse moves seen in these indicators will unwind by year-end.
To read the full briefing please
If you are not a subscriber, request a free trial of our Global Macro Service by filling out the form below