Uncertainty over US and UK tightening threatens EMs

Accentuating divergences in policy among global central banks is raising the stakes for the rally in 'risk assets'

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In this article

  • Rate rises will hit fragile EMs
  • Hopes for ECB QE may sustain EM rally

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This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.