Nora Szentivanyi

Nora Szentivanyi, a senior global economist at J.P. Morgan, and Natasha Condon, the Global Head of Trade Sales at J.P. Morgan, delve into the complexities of international trade amidst rising tariffs. They highlight how tariffs disrupt supply chains and influence business sentiment. The discussion emphasizes strategies for companies to manage risks and the crucial role of liquidity. Additionally, they reflect on historical trade tensions and their lessons for today’s economic landscape, helping businesses navigate an ever-changing trade environment.

Saad Siddiqui, Head of EM Local Market Strategy, dives into the complexities of currency dynamics and EM carry, while Nora Szentivanyi, a Senior global economist at JPMorgan, sheds light on trade policies and inflation trends. They discuss the impact of U.S. trade policies on emerging markets, scrutinize inflation forecasts, and tackle the outlook for EM currencies amidst a potential dollar weakening. The duo also navigates the resilience of sovereign credit in light of recent economic shocks and fiscal challenges, offering strategic insights for cautious investment.