Macro - Weekly Briefings - Emerging Markets
A positive lesson from the recent global volatility is that EM bonds and FX appear partially insulated when the risk-off is associated with declining US inflation expectations and a weakening greenback. Furthermore, we see an upside risk for EM bond returns that the imminent Fed pivot triggers expectations to adjust towards our relatively low view of EM terminal rates.
- Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.
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