bearish

EM Fixed Income: Assessing a big week for trade and macro data

159 Views04 Aug 2025 13:23
Podcast
SUMMARY
  • EM markets are reacting to recent tariff announcements, with most countries facing higher levels of tariffs than previously thought
  • There is uncertainty and downside surprises in terms of trade negotiations and tariff levels for key EM countries such as China, Mexico, and Brazil
  • The data flow this week has been more hawkish, with potential for slower growth in the second half of the year despite some positive economic indicators

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

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