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Thought Leaders - Natalia Gurushina

Chief Economist, Emerging Markets Fixed Income Strategy

About Natalia

Understanding the macroeconomic nuances of the emerging markets takes a keen eye, developed over years of practice.  However, more importantly, the ability to translate and clearly communicate the ramifications of these trends is an innate skill.  Natalia combines these qualities through sharing her daily views on the emerging markets.

My Insights

Emerging Markets Debt Daily

January 20, 2021

EM FX – Who Is Afraid of Bidenomics?

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

2021 growth consensus forecast for EM appears to be stalling, with EMEA affected the most. Rate hike expectations for EM are not going away.

Emerging Markets Debt Daily

January 19, 2021

China Growth – Rebounds, Revisions, Questions

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

The uneven nature of China’s recovery indicates that the stimulus withdrawal will be gradual. The Russian sanctions risk is staging a comeback.

Emerging Markets Debt Daily

January 15, 2021

Brazil – Rising Rate Hike Expectations

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

The market keep bringing forward the rate hike expectations for Brazil. Turkey’s inflation expectations are down, but President Erdogan adds to uncertainty about the policy U-turn.

Emerging Markets Debt Daily

January 14, 2021

China Trade Surplus – Blessing or Curse?

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

China posted a record trade surplus in December. Several EM central banks announced FX purchase programs.