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 divergence, with some cutting rates and others expected to hike
• 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.

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