Emerging markets, growth and contained inflation

This week host Eimear Daly is joined by Alvaro Vivanco to discuss emerging markets (EM) and developments in eastern Europe. In EM, much of FX hinges on developments at the Fed with the US dollar. They discuss how China is setting the tone in balancing inflation with economic growth, and examine the idiosyncrasies of Polish policies.   Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available.  NB: This was recorded on 4 April 2024. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.htmlPlease note that captions are automatically generated.