At Any Rate cover image

EM Fixed Income: (EM) Credit where credit’s due

At Any Rate

00:00

Macro Backdrop, Sovereigns and Corporate Overview

How the Fed cut and US cycle shape EM local markets, sovereign credit sentiment and the corporate spread backdrop—strong YTD performance but valuation caution and tail risks remain.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app