bearish

EM Fixed Income: New year, no cheer

188 Views13 Jan 2025 13:55
Podcast
SUMMARY
  • US presidential inauguration and policy changes are creating volatility in emerging markets and impacting fixed income assets
  • Emerging market currencies are facing challenges due to dollar strength and positioning, making it difficult to predict their movements
  • 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

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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