Attention Economy


Thursday, April 4, 2024

EM Central Banks Gain Credibility

Reserve Bank of India deserves share of credit for economic stability
Country has come long way since it was a 'fragile five' emerging market
 
The Great Rates Descent Will Be Nasty, Brutish and Long
Markets regarded as “emerging” look to have emerged. Indeed, they’ve shown better economic management than their peers in the developed world. Disinflation is well underway (with the major exception of Turkey). That’s why Brazil and Mexico made cuts in March while the ECB and the Fed had to hold. They also showed that they deserved emerging status by controlling price rises far better than the nations of the so-called “frontier” — still too poor or with insufficiently liquid and accessible markets to be called emerging.