EM Sovereign Weekly - Volatility Emerges

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Pivot Points
• Credit Markets: Don’t Fear the Volatility
• Rates: Inflation Fears Persist
• EMFX: Suitable Backdrop for a Defensive Dollar
• Commodities: Triple-Digits, Again

Asia
• Thematic: Rise of the machines, industrial action on the rise

CEEMEA
• CEE: Three’s a crowd, twice
• Eurasia: Armenia falls back, Uzbekistan looks ahead
• GCC & Middle East: Wider spreads, wider concessions
• Frontier Africa: Oil, restructuring, and reform drive diverging paths
• Services & Diversified Africa: Stress test, take two…

LATAM
• Andean Region: The double-edged sword of higher oil prices
• Central America/Caribbean: Jamming with Jamaica
• Mexico: Financing generation in Mexico

Primary Activity
• The kraken is still caged