Analysis: Latam central banks look past COVID as inflation phantoms loom
Fortun argues that Latin American central banks' ability to anchor inflation expectations and preserve credibility will shape the region's macroeconomic health.
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Fortun argues that Latin American central banks' ability to anchor inflation expectations and preserve credibility will shape the region's macroeconomic health.
View detailsFortun explains how new debt issuance and investment in China supported a rebound in emerging-market portfolio inflows despite a more hawkish Federal Reserve.
View detailsThe article discusses an IIF report coauthored by Fortun on the Brazilian real's valuation after its pandemic-era depreciation.
View detailsJonathan Fortun discusses central-bank credibility, inflation expectations and monetary policy in emerging markets as inflation rises.
View detailsCoverage quotes Fortun on the uneven recovery of emerging-market capital flows and the role of policy credibility.
View detailsFortun explains how emerging-market real yields attracted foreign investors in April, when Chinese equities took most equity inflows and other emerging-market bonds drew substantial investment.
View detailsFortun contrasts weaker emerging-market equity flows with China's support for overall inflows, in an analysis of Beijing's financial-opening and stability challenges.
View detailsFortun discusses slowing emerging-market inflows as rising US yields and changing asset allocations reduced investors' appetite for risk.
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