How could uncertainties around US policy impact emerging markets?
The Trump administration is instituting policy changes that will have far reaching implications for much of the world. They span the domestic economy, society and foreign policy, and they are likely to have consequences for the macro outlook for emerging markets (EM). Should public proclamations of intended US policy changes translate into action and remain in effect for a sustained period, there are four main areas they’ll likely impact:
- Trade
- Aid
- Remittances
- Changs in the outlook for US growth and inflation
In this article, we’ll consider each of these in turn.
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Learn more about the possible impact on emerging markets and economies in this whitepaper.
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