005 | Could 2021 mark the return of a taper tantrum?

With the US economy set for a a booming recovery after the Covid-19 crisis, there's a chance the Federal Reserve could start reining in its ultra-loose monetary policy sooner than expected. This would have serious consequences for Emerging Markets. In this episode, we find out which ones could be most at risk of a taper tantrum with Ludovic Subran, Chief Economist at Allianz. SHOWNOTES: • Read the full report "Taper Tantrum in 2021-22: Beware of the TUCKANS": https://t1p.de/x2yr • To stay up to date with our latest publications, subscribe to the Ludonomics newsletter on LinkedIn: https://t1p.de/1ake