
Macro Minutes· Staffel 1· Folge 96
SCOTUS ruling EM-positive, risks remain
Mittwoch, 25. Februar 2026 · 14 min
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Shownotes
The US Tariff framework is changing. China is preparing for its National People’s Congress. Latin America is entering a period of political volatility. We give our take on the current EM environment.
Participants:
• Richard Cochinos (Desk Strategy), FX Strategist
• Abbas Keshvani (Desk Strategy), Asia Macro Strategist
• Daria Parkhomenko (Desk Strategy), FX Strategist
• Luis Estrada (Desk Strategy), LATAM FX Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts