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Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran
The Emerging Markets Podcast by Tellimer
The Emerging Market Crisis of 2022
Inflation and its impact on monetary policy will definitely continue to be a dominant theme in 2023. In the US markets are pricing about another 60 basis points of rate hikes through the middle of this year, followed by a complete reversal of those hikes by year-end. There's also a risk that if inflation surprises to the upside or the disinflation process is slower than expected, then the terminal rate may have to go above the 4.75 to 5% range being priced by markets. This could lead to a tightening of financial conditions and strengthening of the dollar, which would constitute a headwind for EMS since.
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