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IMF Fall Meetings 2025 takeaways

October 2025

 

The Emerging Markets Debt team recently returned from the 2025 IMF Annual meetings, meeting with finance and central bank officials, and other market participants. We have been attending and reporting on these meetings for three decades, so some of our observations are made with that context.

  • AI-driven capex is extending US growth, tempering stagflation fears but keeping inflation risks alive.
  • Emerging markets show structural strength and policy discipline as developed markets face debt strains.
  • The meeting was typified by more pragmatic, data-based dominated discussions, especially around US policy and trade dynamics

Click here to view the full commentary.

Any views expressed are opinions of the author at the time of writing and is not a recommendation to act.
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