If inflation persists which emerging markets are best prepared?

  • Low new US jobs (235k vs 733k expected) delays Taper but EM is still better served by being ahead of the inflation curve

  • Turkey's high inflation (19.25% vs 18.75% expected) shows how food and fuel can hurt (even more than Erdogan heterodoxy)

  • We screen real interest rates in EM to see who is better prepared in case inflation persists or the US starts tapering
September 5th, 2021
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