Ben Ramsey

Ben Ramsey, Head of EM Sovereign Strategy at JPMorgan, dives into the latest shifts in Emerging Market fixed income. He discusses the cautious outlook on EM currencies due to trade tensions and economic forecasts. Ramsey sheds light on the tight sovereign spreads at multi-year lows and their implications for investor sentiment. There’s also a compelling analysis of swap spreads, which have turned significantly negative, illuminating the intricacies of the Treasury market. This insightful conversation is a must-listen for anyone interested in emerging markets.