EPFR Exchange Podcast – The pros and cons of Emerging Markets featuring NFJ’s R. Burns McKinney

The Trump administration’s tariff announcements in the first week of April triggered the worst turmoil in global markets since the pandemic.

Latin American nations boast a wealth of natural resources and growing middle classes. They are also vulnerable to US tariffs, the ups and downs of demand from China and geopolitical tensions. As part of ISI Markets’ latest expansion project, CEIC – our macroeconomic data powerhouse – recently added more than 80 insightful datasets for these markets. (CEIC was recently named Best Alternative Data Provider to the Buyside by Waters Technology.)

Amid uncertainty about Chinese resource demand, US tariffs and Australia’s pivot to rate cuts, this chart pack assembles perspectives from three ISI Markets businesses that span the financial universe: CEIC, EPFR and REDD.