Sign up to save your podcasts
Or
Share Global Data Pod: On the Edge Year-ahead
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Global Data Pod: On the Edge Year-ahead
Speakers:
Nicolaie Alexandru, EM, Economic and Policy Research
Katherine Marney, Emerging Markets Economic and Policy Research
Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies, including the 2024 economic outlook. Growth is forecast to improve in about half of the EM Edge economies, mainly due to countries recovering from past crisis and shocks. Growth will improve despite tighter fiscal policy and higher interest rates. Inflation is forecast to fall that opens space for monetary easing, outside of Africa where FX depreciation, high inflation and financing strains are putting pressure on policymakers to maintain high rates. Strong official sector support mitigates risks to growth and funding risks for many frontiers. Against this backdrop, the external context will be important in guiding the outlook for frontiers next year.
This podcast was recorded on Dec. 5, 2023.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4569627-0 and https://www.jpmm.com/research/content/GPS-4573288-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 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.
View all episodes
By J.P. Morgan Global Research
4.3
2020 ratings
Speakers:
Nicolaie Alexandru, EM, Economic and Policy Research
Katherine Marney, Emerging Markets Economic and Policy Research
Katie Marney and Nicolaie Alexandru discuss recent developments in the EM Edge economies, including the 2024 economic outlook. Growth is forecast to improve in about half of the EM Edge economies, mainly due to countries recovering from past crisis and shocks. Growth will improve despite tighter fiscal policy and higher interest rates. Inflation is forecast to fall that opens space for monetary easing, outside of Africa where FX depreciation, high inflation and financing strains are putting pressure on policymakers to maintain high rates. Strong official sector support mitigates risks to growth and funding risks for many frontiers. Against this backdrop, the external context will be important in guiding the outlook for frontiers next year.
This podcast was recorded on Dec. 5, 2023.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4569627-0 and https://www.jpmm.com/research/content/GPS-4573288-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 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.
More shows like Global Data Pod
View all
Bloomberg Surveillance
1,192 Listeners
Bloomberg Intelligence
399 Listeners
Notes on the Week Ahead
191 Listeners
Insights Now
92 Listeners
Goldman Sachs Exchanges
990 Listeners
Eye On The Market
289 Listeners
UBS On-Air: Market Moves
178 Listeners
Making Sense
56 Listeners
Thoughts on the Market
1,266 Listeners
Here's Why
65 Listeners
At Any Rate
76 Listeners
Macro Hive Conversations With Bilal Hafeez
94 Listeners
FICC Focus
28 Listeners
The Macro Trading Floor
211 Listeners
Goldman Sachs The Markets
72 Listeners