IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
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Kenya’s external position has improved markedly, but beneath the surface emerges a more cautious story on fiscal reform and long term sustainability.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.