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3min chapter
EM Fixed Income: Goldilocks and the US election
At Any Rate
Analysis of EM Valuation Models and US Election Influence
This chapter delves into the application of formal valuation models to evaluate EM pricing in light of EM fundamentals and the US election. Despite some underperformance in FX, particularly in LATAM currencies, it is challenging to solely attribute it to the US election, indicating that EM assets are not exhibiting the expected reaction to possible US election results.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode