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EM Fixed Income: The data vs the US elections
Jul 12, 2024
EM strategists Jonny Goulden & Saad Siddiqui discuss EM markets, US elections impact, global economic trends, EMEA-EM vs Latin America market performance, relief rally, debt restructuring, bond offerings, and Sri Lanka's agreement
17:41
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Quick takeaways
- US elections impact EM performance, uncertainties weigh on markets.
- Global data supports fixed income markets, US election uncertainty hampers market confidence.
Deep dives
Recent Market Movements
Emerging markets have shown mixed performance compared to the US markets, with underperformance seen particularly in Latin America. Despite some positive influences like the expected Fed actions, concerns around the US elections and specific developments in EM have impacted market movements. While US markets experienced a bullish period, EM faced challenges with FX fluctuations and increased rates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode