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EM Monthly: Knock on ...

September 13, 2018
EM stress is still largely idiosyncratic, but the risk of a broader fallout is increasing. We have argued that external factors account for two-thirds to three-fourths of EM’s performance – especially for credit markets. The worsening of these external conditions is exposing the weakest links across EM and taking a disproportionate toll on several important economies. So far they are bearing the brunt of EM’s stress. [more]

More documents contained in "Thematic Research"

73 (49-60)
September 18, 2018
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Analyst:
55
The constraints that forced a rapid slowing of euro area GDP growth momentum from 3% to 2% annualized in H1 — the pass through of earlier FX appreciation, the slowing of exports to China, the rise of the oil price — have eased or reversed somewhat, helping stabilize the economy through mid-year. [more]
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