Oh, what a lovely trade war, say EM investors

© 2026 GlobalCapital, Derivia Intelligence Limited, company number 15235970, 4 Bouverie Street, London, EC4Y 8AX. Part of the Delinian group. All rights reserved.

Accessibility | Terms of Use | Privacy Policy | Modern Slavery Statement | Event Participant Terms & Conditions

Oh, what a lovely trade war, say EM investors

dollar reserves px230

Jerome Powell, chair of the US Federal Reserve, hinted at rate cuts to come on Tuesday night. Emerging market investors thought the talk may be premature, but could see the upside of the continuing trade war tensions: low Treasury yields and a dovish Fed.

Unlock this article.

The content you are trying to view is exclusive to our subscribers.

To unlock this article:

Request demo or Login
  • 4,000 annual insights
  • 700+ notes and long-form analyses
  • 4 capital markets databases
  • Daily newsletters across markets and asset classes
  • 2 weekly podcasts
Gift this article