Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent Emerging Markets research

* EM Watch, Jon Harrison, Larry Brainard, Bo Zhuang, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 16 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Grace Fan, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 9 Oct 2017
* EM Strategy Monthly, Larry Brainard, Jon Harrison, Cristobal Arias, Marcus Chenevix, 5 Oct 2017
* EM Watch, Larry Brainard, Jonathan Fenby, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, Marcus Chenevix, 2 Oct 2017
* EM Watch, Jon Harrison, Larry Brainard, Elizabeth Johnson, Shumita Sharma Deveshwar, Christopher Granville, Cristobal Arias, 25 Sep 2017

See all our Emerging Markets research >>

Strategy Flash

Overview

We extend our 23 July 2015 analysis in Strategy Flash: EM assets better placed to withstand higher US rates than in 2013 to consider the likely impact of Fed tightening on EM corporate credit spreads.

Chart 1: EM corporate spread vs EM sovereign spread* and DXY dollar index

Sources: Bloomberg, TS.

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