bullish
EM Fixed Income Focus: The impact of geopolitics on EM
SUMMARY
- Macro backdrop evolving with upcoming US elections and Middle East tensions impacting EM assets
- Mixed bag on macro side with softer inflation in EM, better revisions in US growth but soft manufacturing PMIs
- China as tiebreaker with further policy support, rally in equities, and implications for Fed and commodities prices; geopolitical risks and US election as wild cards to watch
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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