Cam and Kirsten reviewed some top highlights from 2022 and looked for any signs pointing in the right direction from the data in the week ending Jan 4. As China casts a big shadow, should we start viewing Emerging Markets as sort of EM vs EM ex-China? What about Frontier Markets vs Frontier Markets ex-Vietnam? Supply chain reallocation stories are popping up for Vietnam, Thailand, India, and Philippines in the Asia region, with Mexico part of the conversation. As we continue in inflation-fighting mode, the ECB might actually surprise in terms of having a closer than anticipated pivot point, while a lot of commentary points to concern that the Fed pivot point is beyond the current market consensus. And in the upcoming weeks, EPFR will be paying closer attention to where Japanese monetary policy goes.

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