bullish

EM Fixed Income: Is better growth worse for EM?

498 Views06 Oct 2025 11:32
Podcast
SUMMARY
  • Recent data has shown better-than-expected growth globally, leading to a shift in the macro landscape.
  • The US economy has shown signs of weakness, particularly in the labor market, but overall growth forecasts have been revised upwards.
  • Emerging markets have maintained a positive bias, with inflows steadily coming in, but there are concerns about potential vulnerability in EM currencies and local rates markets if the US growth environment remains strong.

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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