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4min chapter
EM Fixed Income: Goldilocks and the US election
At Any Rate
Analyzing Market Uncertainty and EM Assets Amid US Election
Explore the shifting dynamics in the market pre-US election and the adjustments needed in analyzing US yield curves. Discover the significance of US real yields, break-even inflation, and US swap spreads in evaluating risk premium and navigating post-election market conditions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode