Easy Ride of EM FX Is Probably Over, Says Arkera’s Patel

The video discusses the current state of EMF X, highlighting the challenges in seeing significant market movements. It explores potential catalysts for FX and debt rallies, such as geopolitical risk reduction and policy stimulus. The discussion includes regional market insights, focusing on China, LATAM, and the Rand, and their links to the commodity cycle. The impact of the Fed's pause and potential rate cuts by other central banks on emerging markets is analyzed. The video concludes with a discussion on rate cuts, particularly in Brazil, and the economic challenges faced by emerging markets, including disinflation and weaker growth.

What challenges are faced by emerging markets linked to the European growth story?

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What trend regarding EM cuts and TM hikes does the speaker predict for the foreseeable future?

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