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EM Fixed Income: US Election First Reactions

At Any Rate

CHAPTER

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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