Will 2025 mark the end of a long period of EM underperformance?

Former President Trump has kicked off his trip to Southeast Asia by announcing a series of trade deals aimed at boosting economic ties in the region. This visit is significant as it highlights the importance of international trade relationships and could lead to increased investment and collaboration between the U.S. and Southeast Asian nations. Such agreements may also help to counterbalance China's influence in the area, making this trip a pivotal moment for U.S. foreign policy.

A recent analysis by MS highlights the complexities of measuring the impact of AI spending on GDP. While AI investments are often seen as a driver of economic growth, the actual effects can be misleading due to various factors. Understanding this relationship is crucial for policymakers and businesses as they navigate the evolving landscape of technology and its economic implications.

The ongoing trade war between the U.S. and China has revealed a 'sleeper issue' that could have significant implications for both economies. This issue, often overlooked, highlights the complexities of international trade relations and the potential long-term effects on global markets. Understanding this dynamic is crucial as it may influence future negotiations and economic policies.

Germany is currently evaluating the size of its fiscal expansion, a crucial step in shaping its economic strategy. This expansion is significant as it aims to stimulate growth and address challenges within the economy, especially in light of recent global economic shifts. Understanding the scale of this fiscal policy will help citizens and investors gauge the government's commitment to economic stability and growth.

Gold prices have experienced significant fluctuations recently, reaching record highs of nearly $4,400 per ounce before a sharp decline of over 6% on October 21. This volatility has led to discussions among investors and analysts about the future of gold in the market. Goldman Sachs has revisited its price target for 2026, indicating that despite the recent downturn, there may still be potential for growth in the long term. Understanding these trends is crucial for investors looking to navigate the precious metals market.

China's growing influence in Latin America has raised concerns in the United States, highlighting the geopolitical tensions in the region. While China's economic presence is significant, recent analyses suggest that its grip may not be as strong as previously thought. This matters because it reflects the shifting dynamics of international relations and the ongoing competition between major powers for influence in emerging markets.

Legal sports betting has reached a remarkable milestone, generating $10 billion in just the first nine months of 2025. This surge highlights the industry's growth and the importance of distinguishing between legal and illegal betting markets, as emphasized by FanDuel. The ongoing discussions, particularly around the NBA's recent controversies, are crucial for ensuring a fair and regulated betting environment, which ultimately benefits consumers and the economy.

The upcoming October FOMC meeting is generating discussions about the potential end of Quantitative Tightening (QT). This meeting is significant as it could signal a shift in the Federal Reserve's approach to monetary policy, impacting interest rates and the broader economy. Investors and analysts are closely watching for any indications of changes that could influence market dynamics.

Recent discussions between US and Chinese officials have led to a 'positive framework' for an upcoming summit between President Trump and President Xi. The talks focused on critical issues such as export controls, fentanyl, and agricultural products, highlighting the importance of cooperation between the two nations. This summit could pave the way for improved relations and address pressing global challenges, making it a significant step in international diplomacy.

In a significant electoral event, Argentines are casting their votes in a crucial test of Javier Milei's libertarian vision for the country. This election is pivotal as it reflects the public's response to Milei's radical proposals aimed at transforming Argentina's economy and governance. The outcome could reshape the political landscape and influence future policies, making it a moment of great importance for both citizens and observers.

Chinese and U.S. officials have successfully reached a framework for a trade deal, marking a significant step towards resolving ongoing trade tensions between the two nations. This agreement is crucial as it could lead to improved economic relations and stability in global markets, benefiting businesses and consumers alike.

After two days of discussions in Malaysia, U.S. and Chinese officials have reportedly reached a preliminary consensus on a sweeping trade deal. This development is significant as it sets the stage for President Trump and President Xi to finalize an agreement that could reshape economic relations between the two largest economies in the world, potentially easing trade tensions and fostering cooperation.

Walmart is currently offering a fantastic flash deal on a Kodak digital frame for just $66, and customers are raving about how easy it is to share photos with loved ones. This deal not only highlights the affordability of modern technology but also emphasizes the importance of staying connected with family and friends through shared memories.

Former President Trump made headlines at the ASEAN summit, where he played a pivotal role in overseeing significant trade deals and facilitating a ceasefire between Thailand and Cambodia. This event is crucial as it highlights Trump's ongoing influence in international relations and trade, potentially reshaping economic ties in the region.