By Natalia Gurushina Chief Economist, Emerging Markets Fixed Income The market expectations for EM rate cuts do not look overly aggressive. Is it because the post-pandemic policy response in EM was – by and large – timely and credible? 2023 Rally The drumbeat about disconnect between fundamentals and year-to-date asset price moves is getting a bit louder. [...] The post Market vs. Macro – Misalignment? appeared first on ETF Trends .