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Thoughts on EM Central Bank Tone Amidst Global Inflation
Watching how several EM central banks are balancing local inflation pressures against a potentially more hawkish Fed continues to be interesting. It's making me reconsider some of the higher-beta EM currency plays on my watchlist, particularly given the volatility we've seen in the broader macro picture, even with $GOOGL down to 337.39 and $GBPJPY holding at 213.526.
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