At Any Rate cover image

EM Fixed Income: All the small things

At Any Rate

00:00

Why EM credit has outperformed versus DM spreads

Jonny questions EM tightening while DM widened; Ben attributes divergence to heavy idiosyncratic rallies in Argentina, Venezuela, Ethiopia and DM AI‑related supply dynamics.

Play episode from 12:40
Transcript

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