bullish

EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic

379 Views27 Oct 2025 12:47
Podcast
SUMMARY
  • EM markets trading with strong global beta, lack of US key data due to government shutdown affecting market direction
  • EM currencies look okay, EM rates may be less favorable, EM credit suffering from tight spreads
  • Key takeaways from IMF conference in Washington include focus on impact of AI-related investments on global growth and employment, overall mood on growth is flat with risks but no panic or euphoria

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