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Posted by
Two Blokes May 26 -
Filed in
General
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#TwoBlokesTrading
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4 views
We expect below-trend growth in EM this year, with risks evenly balanced largely depending on tariff outcomes. As investors perceive the vulnerabilities of the US economy from the proposed new tariffs, and as data suggest an incipient slowdown, the US dollar is potentially starting to roll over from a historically high level.
