Skip directly to Accessibility Notice
  • VanEck Blog - Emerging Markets Debt Daily

     Emerging Markets Debt Daily
    Emerging Markets Debt Daily

    Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s economic team’s resignations brought back concerns about the reform agenda. The reflation theme staged a mini-comeback.

    Emerging Markets Debt Daily

    August 10, 2020

    China – Rebound but No Inflation Pressures

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    There are no signs of inflation pressures in China, which supports the accommodative policy stance. The market is skeptical that incremental measures will stop the currency rout in Turkey.

     Read more
    Emerging Markets Debt Daily

    August 07, 2020

    Rising China Exports, Rising U.S.-China Tensions

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s exports surprised to the upside in July, but headwinds are real. Mexico inflation edged higher, however there is still room for gradual rate cuts.

     Read more
    Emerging Markets Debt Daily

    August 06, 2020

    Turkey – Cornered?

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Turkey’s meltdown continued this morning as the market believes the current policy framework is not sustainable. Two more EM central banks stayed on hold, keeping their remaining powder dry.

     Read more
    Emerging Markets Debt Daily

    August 05, 2020

    EM Growth – Dollar Down, EM Up

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    EM growth downgrades are over for now – the sizable stimulus and the weaker U.S. Dollar give a helping hand. Turkish rates and currency remain under pressure this morning, concerns about economic policies persist.

     Read more