EM Lens: Seeking Solace Ahead of the IMF’s Spring Meetings
Sovereign balance sheets should come under renewed pressure as the war-induced oil shock forces EM governments to take extraordinary measures aimed at actively defending their domestic economies. Fabio Natalucci, CEO...
By Aditya Somani · Bloomberg
Sovereign balance sheets should come under renewed pressure as the war-induced oil shock forces EM governments to take extraordinary measures aimed at actively defending their domestic economies. Fabio Natalucci, CEO of the Andersen Institute for Finance & Economics, joins Damian Sassower, Bloomberg Intelligence’s chief EM fixed income strategist, to assess the risks facing EM creditors as the war in Iran endures. Natalucci and Sassower differentiate between level and trend when discussing t