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EM Fixed Income: Parsing peace talks and payrolls
SUMMARY
- US and Iran reportedly in talks to end war with a short memorandum
- Market reaction to announcements and risk-reward analysis in various asset classes
- Focus on EMFX trading stronger on hopes of resolution, with underlying fundamentals supporting EM growth and positioning clearing out
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- EM Fixed Income: Parsing peace talks and payrolls11 May 2026
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