On Wednesday, January 23, the IIF will host its latest Global Macro Call. This call will give an overview for the year ahead in EM, where consensus has shifted more positive. Robin Brooks, Managing Director and Chief Economist, will discuss key themes, including the dovish Fed shift, valuations and positioning. Sergi Lanau, Deputy Chief Economist, will review the substantial changes in EM balance of payments underway, with a focus on countries hardest hit in last year s EM sell-off. Gene Ma, Head of China Research, will share his latest thoughts on prospects for a trade deal between the US and China. As always, the call will include Q&A from the audience.
If you would like to participate in this teleconference, please contact Tariq Khan