An uphill inflation battle means that the EM hiking cycle is likely to last longer than the Fed’s, albeit at a slower pace.

We are seeing some EM “green shoots” in the predominantly negative global growth dataflow. Can EMs buck the DM trend for much longer?

Global rates rally on recession concerns following weak activity gauges in DM, but some EM central banks do not yet have the luxury of slowing the pace of rate hikes.

Colombia elected a leftist President, but what about the cabinet lineup? Brazil is expected to wind down its tightening cycle – despite hawkish minutes.

Colombia’s presidential runoff, Ukraine’s EU candidacy and China’s pro-growth policies will be closely watched over the weekend.

The market clamors for a 75bps rate hike in the U.S. today, followed by 72bps more in July. Does this mean that the rest of the world would have to step up policy tightening?