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EM Fixed Income: Cyclical winds blowing on the eve of Trump 2.0

At Any Rate

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Divergence and Uncertainty in Emerging Market Monetary Policies

This chapter explores the shifting dynamics of monetary policies among emerging market central banks, spotlighting the contrasting strategies compared to the previous year. It highlights significant actions like Indonesia's rate cut and Brazil's expected rate hikes, underscoring the resulting volatility and investment opportunities.

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