Introduction

Damian Sasseh: Welcome to FIC Focus, where Bloomberg Intelligence fixed income credit currency and commodity strategists and analysts discuss their short and long-term views on debt markets. Christian Lawrence: Is this move structurally bullish for emerging market investors? Or is this just something that has gone a little bit too far, too fast on light positioning and liquid kind of seasonal year-end conditions? And perhaps more importantly, what does this mean in terms of US dollar weakness going forward? We are joined by my good friend Mr. Christian Lawrence, head of CrossAss at Strategy at Robobank right here in New York City.