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