Inflation – the last mile is the hardest – tailwinds for EM fixed income

After a strong global disinflationary trend the momentum is fading in many economies and rate cut expectations are pushed back. Many emerging markets central banks are advanced in their monetary easing cycle, but with the Federal Reserve on hold for longer, implications for global rates markets are manifesting.

Chris Kushlis, Chief Emerging Markets Macro Strategist will discuss the inflation outlook in emerging markets and its implications for monetary policy, local currency bond markets and the attractiveness of emerging markets debt.