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EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks

At Any Rate

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Navigating Uncertainty in EM Monetary Policy and Growth Outlook

This chapter explores the challenges facing emerging markets as inflation dynamics shape central bank decisions, with a focus on the effects of tariffs and economic slack. It contrasts current dovish perspectives on rate cuts with market expectations, while considering the Federal Reserve's potential impact on future monetary policies.

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