Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why EM Currencies Are Breaking The Dollar Grip
As the dollar index dips to 121.4 in October 2026, emerging markets are quietly shifting their trade settlement habits away from the greenback. We look at how nations like Brazil and India are bypassing traditional currency channels, using local settlements to insulate themselves from Fed policy shocks. With Chinese exports facing pressure and US trade deficits widening, this structural pivot is reshaping global liquidity. Lucas and Luna break down the mechanics of de-dollarization in practice, not just theory, and what it means for investors tracking cross-border capital flows…
The skinny
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