Global Data Pod

Global Data Pod EM Edge: On the sidelines despite easier conditions

01.24.2024 - By J.P. Morgan Global ResearchPlay

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Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies. Optimism around a soft landing persist, which would be constructive overall for frontier markets. Disinflation along with easing global financial conditions and a weaker dollar should enable frontier central banks to breathe easier. Moreover, frontiers might benefit from easier access to external funding. Yet, interestingly, at this stage, key aspects of the story regarding inflation and monetary policy, or external funding for frontiers have not changed. Many EM frontiers are still sitting on the sidelines tackling their own challenges, despite easier conditions. 

 

SpeakersNicolaie Alexandru, EM, Economic and Policy ResearchKatherine Marney, Emerging Markets Economic and Policy Research

 

This podcast was recorded on 24 January 2024.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4605248-0, https://www.jpmm.com/research/content/GPS-4598912-0, https://www.jpmm.com/research/content/GPS-4594568-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

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