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Essentials Daily Insights

EM Deflation Risks

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Low and rapidly falling inflation accompanying extremely weak real growth constitute the current hazards to EM economies and their financial markets. Headline and core inflation in EM ex-China, Korea and Taiwan – the universe pertinent for EM bond portfolios …

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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.

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