Emerging Markets in Focus

This chapter delves into the dynamics of emerging markets, particularly in Central Eastern Europe and sub-Saharan Africa, while highlighting the influence of inflation in the U.S. and deflation in China. It examines political figures like Viktor Orban and the implications of Trump's Euroskepticism on financial markets in these regions, alongside the potential impacts of political instability in Germany. The chapter also touches on China's economic challenges and the recent developments in the European fixed income market, indicating tightening conditions and future monetary policy considerations.