bearish
EM Fixed Income: Olympic-level Volatility
SUMMARY
- Financial crisis causing extreme volatility in EM fixed income assets
- Three factors driving market moves: concerns of US and global recession, unwind of carry positions, concerns of escalation in Middle East
- Not currently positioning for a US recession as labor market softens but job growth remains positive.
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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