At Any Rate

EM Fixed Income: Monetary policy struggles to be heard above the noise

Mar 21, 2025
Jonny Goulden and Saad Siddiqui delve into the complexities of monetary policy in emerging markets. They discuss the impact of political events and interest rate shifts in countries like Brazil and Turkey. The looming threat of a silent debt crisis due to rising interest rates is highlighted, along with vulnerabilities faced by emerging markets like Turkey and Argentina. The episode advocates for defensive investment strategies while identifying selective opportunities amidst market volatility.
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