

EM Fixed Income Focus: What we know (or don’t) after Week 1
Jan 23, 2025
In a recent discussion, experts analyze how recent U.S. presidential actions are reshaping the emerging market fixed income sector. They highlight a cautious optimism as emerging market currencies start to gain strength, while exploring the market's reaction to ongoing tariff uncertainties. The conversation dives into evolving U.S. tariff strategies, their unpredictability, and the varying viewpoints surrounding them. Geopolitical tensions also take center stage, showcasing how foreign policy impacts specific currencies and bonds in the emerging markets.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Market Reactions to Unresolved Tariff Policies and Emerging Market Perspectives
02:24 • 5min
Emerging Themes in U.S. Tariff Strategy
07:04 • 3min
Categorizing Emerging Market Assets Amidst Trade and Geopolitical Tensions
10:17 • 4min
Geopolitical Influences on Emerging Market Assets
13:50 • 3min