EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer
FICC Focus
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The Dollar's Dominion: Impact on Emerging Markets
This chapter explores the Federal Reserve's influence on emerging market central banks and the relationship between global monetary policies. It examines how the value of the dollar constrains interest rate cuts in emerging markets, alongside the effects of U.S. tariffs on inflation and growth. The discussion also highlights the evolving dynamics of FX hedge flows, institutional strategies, and the resilience of the U.S. dollar in a changing economic landscape.
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