EPISODE · 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 StrategistAbbas Keshvani (Desk Strategy), Asia Macro StrategistDaria Parkhomenko (Desk Strategy), FX StrategistLuis 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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