bullish

EM Fixed Income Focus: Only One Turtle Dove Is Needed for EM Assets

383 Views17 Dec 2023 12:49
Syndicated
SUMMARY
  • The Fed's decision to potentially cut interest rates in June instead of July may have significant implications for emerging markets (EM) assets.
  • The shift in the Fed's stance is proactive and not a response to a sudden downturn in data, suggesting a soft landing scenario for emerging markets.
  • This change in the Fed's policy may alter the recommendations and views for next year, potentially leading to a more bullish outlook for EM assets.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

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