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US corporate defaults overtake EM defaults

Weekly investor research

25 January 2016

US corporates are now more risky than Emerging Markets (EM) corporates. Brazilian inflation shows the first signs of moderating. Expectations of a major devaluation in China look increasingly misplaced. Turkey U-turns on monetary policy reform. Russia’s current account speaks volumes about its own policy response to lower oil prices as well as EM’s external rebalancing in general. The global backdrop improved somewhat last week, not least due to a sharp rise in oil prices.

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