Emso Talks

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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

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EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics. 

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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

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This episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections. 

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EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

Send us a text

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

Send us a text

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

Send us a text

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 4th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

Send us a text

EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others.

Join Co-CIO, Jens Nystedt, for the 3rd episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring. 

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EMSO TALKS: In this episode of Emso Talks, Emso’s Head of Research, Patrick Esteruelas, recaps his takeaways from the recent International Monetary Fund (IMF) meetings which were held in Washington D.C. in mid-April. The IMF meetings have historically served as a good platform to assess the pulse of the market, and while the there was certainly less pessimism present than at the October 2022 meetings, there was a perceptible lack of conviction on the path ahead with mixed implications for EM.