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6min chapter
EM Fixed Income: US Election First Reactions
At Any Rate
Navigating Tariffs: Insights into Global Market Vulnerabilities
This chapter explores the intricate and nonlinear effects of tariffs on global markets, especially focusing on emerging markets. It emphasizes the inadequacies in current pricing related to potential negative scenarios from trade wars and policy shifts, shedding light on risks in asset classes like EM credit and sovereigns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode