
Surveillance: Bank Turmoil with KBW's Michaud
Bloomberg Surveillance
00:00
The Importance of Data-Driven Precision in Supply Chains
Within FX, we are looking at emerging markets. This is the area which was heavily sold last year. For example, we're seeing buying in Eastern European sovereign debt. That's where you get good nominal yield. Maybe good real yield up ahead of inflation in Europe slows them as well. So really, I would favour EM.
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