Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Cross Asset Strategy

<ul><li>EM markets have been trading with a focus on Trump policy and uncertainty about tariffs</li><li>Central banks in EM countries are facing monetary policy divergence, with some cutting rates and others expected to hike</li><li>EM fund flows have been consistently negative despite decent returns, with no impact on market performance; uncertainty continues post-inauguration with a focus on tariffs and fiscal policy.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM markets have been trading with a focus on Trump policy and uncertainty about tariffsCentral banks in EM countries are facing monetary policy divergence, with some cutting rates and others expected to hikeEM fund flows have been consistently negative despite decent returns, with no impact on market performance; uncertainty continues post-inauguration with a focus on tariffs and fiscal policy.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Cyclical winds blowing on the eve of Trump 2.0

<ul><li>US presidential inauguration and policy changes are creating volatility in emerging markets and impacting fixed income assets</li><li>Emerging market currencies are facing challenges due to dollar strength and positioning, making it difficult to predict their movements</li><li>EM credit spreads have been performing well, but there are concerns about upcoming event risks and the impact of US policy changes on EM fundamentals</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US presidential inauguration and policy changes are creating volatility in emerging markets and impacting fixed income assetsEmerging market currencies are facing challenges due to dollar strength and positioning, making it difficult to predict their movementsEM credit spreads have been performing well, but there are concerns about upcoming event risks and the impact of US policy changes on EM fundamentalsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>The discussion focused on the importance of politics over economics for emerging markets in 2025, with a specific emphasis on fiscal trajectories.</li><li>Lessons learned include the need to expand imagination of possible scenarios, the impact of specific country situations on returns, and the caution against following consensus trades.</li><li>Market outlook for early 2025 is expected to be choppy and driven by policy announcements, with a key event being the US Inauguration Day on January 20th leading to potential market adjustments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The discussion focused on the importance of politics over economics for emerging markets in 2025, with a specific emphasis on fiscal trajectories.Lessons learned include the need to expand imagination of possible scenarios, the impact of specific country situations on returns, and the caution against following consensus trades.Market outlook for early 2025 is expected to be choppy and driven by policy announcements, with a key event being the US Inauguration Day on January 20th leading to potential market adjustments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: 'Tis the Season for Volatility

<ul><li>US election outcome and policy proposals causing challenges for emerging markets in 2025</li><li>Expectations for US exceptionalism and potential insularity affecting global trade and growth</li><li>Potential impacts on inflation, monetary policy, fiscal dynamics, and investment environment for EM fixed income in 2025, with short-term opportunities amidst uncertainties.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US election outcome and policy proposals causing challenges for emerging markets in 2025Expectations for US exceptionalism and potential insularity affecting global trade and growthPotential impacts on inflation, monetary policy, fiscal dynamics, and investment environment for EM fixed income in 2025, with short-term opportunities amidst uncertainties.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

<ul>
<li>EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred</li>
<li>China's debt numbers are higher than Europe's for the first time, impacting the global market</li>
<li>Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred
China's debt numbers are higher than Europe's for the first time, impacting the global market
Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

iShares J.P. Morgan USD Emerging Markets Bond ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the price and yield of the JP Morgan Emerging Markets Bond Index.

iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB US)

iShares J.P. Morgan USD Emerging Markets Bond ETF

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iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB US)

EM Fixed Income: Cyclical winds blowing on the eve of Trump 2.0

EM markets have been trading with a focus on Trump policy and uncertainty about tariffs Central banks in EM countries are facing monetary policy...

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EM Fixed Income: New year, no cheer

The podcast covers various aspects of emerging market fixed income assets, including market trends, policy drivers, and the impact of US concerns...

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EM Fixed Income: 'Tis the Season for Volatility

The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...

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EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

The US election outcome in 2025 has created challenges and uncertainties for foreign markets, with potential risks including changes in tariffs,...

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EM as an Asset Class 2024

Ben presents the credit strategy report during the webinar, highlighting that EM sovereign debt has not seen widespread defaults during the...

At Any Rate

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