bearish

EM Fixed Income Focus: See no evil, hear no evil: EM is not yet pricing a lot of growth downside

337 Views17 Mar 2025 04:08
Podcast
SUMMARY
  • Discussion about concerns regarding a U.S. recession or growth slowdown
  • Analysis of historical mentions of recession in news media compared to current levels
  • Evaluation of EM credit market sensitivity to recessionary risks and market moves so far

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