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6min chapter
EM Fixed Income: The data vs the US elections
At Any Rate
Global Economic Trends and US Election Impact on Emerging Markets
Discussion on how rate cuts in G10 economies and China are affecting fixed income markets, along with the positive outlook for emerging markets due to supportive trajectories and benign inflation prints. The chapter also covers market reactions to the US presidential debate, potential impacts of the US election on EM fixed income, and the challenges EM fixed income may face with a Trump re-election and Republican red wave.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode