Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
FICC Focus
00:00
Are We Expecting a Recession in Latin America?
I think the story isn't that dissimilar to the global story. And even the story in the US, and by that, I mean, it's one of below trend growth and above trend inflation. But I do think that when we look at the global economy, I think there is a marks slowdown next year. The bottom line is if growth is skirting along zero or it's contracting slightly, look, who cares? It's the same story.
Play episode from 06:51
Transcript
