TCW’s Foley Looks to EM Debt for Idiosyncratic Carry: EM Lens
FICC Focus
Intro
Exploring the influence of geopolitical risks and Federal Reserve rate cuts on emerging markets, focusing on US treasury yields, inflation, growth trends, and fiscal impulses as critical factors. The discussion also covers the positive returns in EM hard currencies, spread tightening in high yield sectors, and the role of monetary orthodoxy and foreign investments in supporting EM economies amid global uncertainties.
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