Rate and commodity shifts threaten sovereign complacency

Rate and commodity shifts threaten sovereign complacency

Signs that the US Fed will seeks to begin tapering off stimulus have led to selloffs for EM assets, and concerns that the days of cheap borrowing may be over. If the end of cheap debt is combined with commodity prices coming off historical highs, some LatAm governments could be caught in the pinch. The restructuring spotlight has firmly been on Europe in recent years, though it threatens to shift back to EM, including LatAm. “The strains on EM will begin to appear in the next two years,

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