FICCResearchEMStrategy19June2024TheEmergingMarketsQuarterlyFOCUSWaitingisn'teasyEconomicsChristianKellerAmidsteadyglobalgrowthbutstickyinflation,marketsawait+44(0)2077732031moreclarityonthepathofUSrates.Inthemeantime,christian.keller@barclays.comidiosyncraticdevelopmentsarefuellingvolatilityinEMassets.Barclays,UKWeexpectlimitedbetaconvictionandcontinuedissuerdifferentiationtoprevailinEMcredit,whileEMratesshouldBrahimRazgallahremainrangebound.+44(0)2035554762brahim.razgallah@barclays.comEMEconomic&StrategyOutlookBarclays,UKWaitingisn'teasy.................................................3GabrielCasillas+12125267814Amidsteadyglobalgrowthbutstickyinflation,marketsawaitmoreclarityonthepathofUSgabriel.casillas@barclays.comrates.Inthemeantime,idiosyncraticdevelopmentsarefuellingvolatilityinEMassets.WeBCI,USexpectlimitedbetaconvictionandcontinuedissuerdifferentiationtoprevailinEMcredit,whileEMratesshouldremainrangebound.CreditStrategyEMHeatMapsAndreasKolbe+44(0)2031343134AcomparativeoverviewofEMcountrymetrics.....................19andreas.kolbe@barclays.comBarclays,UKThisdocumentisintendedforinstitutionalinvestorsandisnotsubjecttoalloftheindependenceanddisclosurestandardsapplicabletodebtresearchreportspreparedforretailAvantiSave,CFAinvestorsunderU.S.FINRARule2242.Barclaystradesthesecuritiescoveredinthisreportforits+...
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