SCOTUS ruling EM-positive, risks remain
From Macro Minutes by RBC Capital Markets
February 25, 2026 · 14 min · Season 1 · Episode 96
About this episode
The episode discusses the changing US Tariff framework and its implications for emerging markets amidst political volatility in Latin America and China's preparations for its National People’s Congress.
The US Tariff framework is changing. China is preparing for its National People’s Congress. Latin America is entering a period of political volatility. We give our take on the current EM environment. Participants: Richard Cochinos (Desk Strategy), FX Strategist Abbas Keshvani (Desk Strategy), Asia Macro Strategist Daria Parkhomenko (Desk Strategy), FX Strategist Luis Estrada (Desk Strategy), LATAM FX Strategist * Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
People in this episode
Guests: Richard Cochinos, Abbas Keshvani, Daria Parkhomenko, Luis Estrada
Topics covered
- US Tariff framework
- China National People’s Congress
- Latin America political volatility
- emerging markets
- economic environment
Keywords
- US Tariff
- China
- Latin America
- political volatility
- emerging markets
- economic environment
Mentioned in this episode
Organizations: RBC Capital Markets
Places: China, Latin America
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