Emerging markets on one sheet: growth, inflation, current account and government debt read across China / India / Brazil / Indonesia / Mexico / Turkey / South Africa / Korea — IMF WEO
Emerging markets on one sheet: growth, inflation, current account and government debt read across China / India / Brazil / Indonesia / Mexico / Turkey / South Africa / Korea — IMF WEO
Use it when: When the dollar or US rates have moved enough to matter to everyone else.
Emerging markets matter to a futures trader mostly as a demand read and a dollar-stress read.
Indirect. A current-account deficit plus external debt plus a strong dollar is the classic EM stress combination, and it reaches ES only once it becomes a funding event.
Same, further removed.
China's growth line is the single most important demand input for crude in this desk.
show me the em macro.add <name> away.The tell: A current-account deficit plus high external debt plus a strengthening dollar is the classic combination. One of the three on its own is not.
This desk is built from dense sheet panels rather than individual tiles — see below.
Plus 1 dense sheet — wide tables that carry a whole complex in one upstream call rather than a wall of single-series tiles:
These desks assume the theory. If any of it is unfamiliar, the background reading is on the learn side: