bullish

EM Fixed Income: Wake me up when September starts

265 Views08 Sep 2025 14:01
Podcast
SUMMARY
  • Global growth has been revised upwards since June, with a persistent trend in positive economic data.
  • The Fed is facing pressure to cut rates, with markets already pricing in a September easing.
  • EM local markets are looking appealing, with credit suffering from valuation issues rather than fundamental problems.

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