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SCOTUS ruling EM-positive, risks remain episode artwork

Feb 25, 2026 14 min

SCOTUS ruling EM-positive, risks remain

from Macro Minutes

The US Tariff framework is changing. China is preparing for its National People’s Congress. Latin America is entering a period of political volatility. We give our take on the current EM environment. Participants: Richard Cochinos (Desk Strategy), FX Strategist Abbas Keshvani (Desk Strategy), Asia Macro Strategist Daria Parkhomenko (Desk Strategy), FX Strategist Luis Estrada (Desk Strategy), LATAM FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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SCOTUS ruling EM-positive, risks remain

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