AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
At Any Rate
EM Fixed Income: The data vs the US elections
Jul 12, 2024
EM strategists Jonny Goulden & Saad Siddiqui discuss the impact of US elections on EM markets, comparing EMEA and Latin America performance, debt restructuring insights, and complex bond negotiations in Sri Lanka.
17:41
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- EM markets show mixed performance due to US election worries and local developments in regions like LATAM.
- Global data supports fixed income markets internationally, with EM currencies like BRL and MXN recovering.
Deep dives
Market Performance and Influencing Factors
Over the last month, while US markets have shown a bullish trend with positive growth data, Emerging Markets have experienced a mixed performance due to concerns related to the US election and specific developments in countries like LATAM. Despite some positives in the likely Fed path, EM has faced sell-offs, especially in FX, with notable recoveries seen recently in currencies like BRL and MXN. There has been a slight cheapening in EM local versus US rates, while credit markets have remained relatively stable.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode