Michele de JPM coincide con Reinhart sobre los riesgos de los ME

The video discusses the economic conditions of emerging markets, focusing on Turkey, Argentina, and Brazil. It highlights the impact of global growth, commodity prices, and central bank policies on these economies. The discussion includes debt levels, economic sensitivity to interest rates, and the role of consumption in Brazil's economy. The video also examines the potential effects of rising US interest rates and the importance of policy responses, particularly in Asian economies and China.

In what ways might the current economic environment be reminiscent of the taper tantrum?

What are the potential risks for emerging markets if US Treasury yields rise significantly?