EM Fixed Income: Monetary policy struggles to be heard above the noise
This podcast explores the challenges facing emerging market central banks in navigating domestic and global economic uncertainties, such as...
230 Views
EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside
The current market moves are fueling fears of a U.S. recession or growth slowdown, with concerns about weaker economic data and policy uncertainty...
429 Views
EM Fixed Income Focus: Tech ‘n’ Tariffs
Overall, the potential impact of AI breakthroughs on US tech stocks and EM fixed income assets is uncertain and may have varying effects on global...
258 Views
EM Fixed Income Focus: What we know (or don’t) after Week 1
Market participants are seeking clarity on the emerging market outlook while uncertainties surrounding tariffs, immigration, deregulation, tax...
724 Views
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...
235 Views