Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Macro Hive Conversations With Bilal Hafeez
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What Does This All Mean for Emerging Markets?
Households, as you remember, in the i m f spring economic lod economic outlook, there was box showing that practically almost all detiles of us. Incom distribution have delevered substantially. So these are manfactors that are good recession predictors, and they are still showing relatively low probability of recession. That would make you think that our star is higher. If we dea em here, the market shop ear. And so what does this all mean for emerging markets? I mean, ye had the quite divergent performance across the year. We've seen some central banks very aggressive, others slower. But it's not so straightforward because fiscal isn't driving m to any more
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