Building A Bullish Narrative in EM Local Debt: EM Lens

from FICC Focus · host Bloomberg Intelligence

An improving inflation outlook alongside weaker cross-asset volatility and more moderate global growth is contributing to the bullish narrative in EM local government debt. In this month’s EM Lens & Look-Through podcast, Phoenix Kalen, Head of Emerging Market Research at Societe Generale, joins Chief EM Fixed Income Strategist Damian Sassower to deliver her mid-year outlook on EM local currencies and debt. She discusses the firm's key EM trading themes, and highlights various structural, idiosyncratic and tactical opportunities.

Episode metadata supplied by the publisher feed · Published Jun 22, 2023

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Building A Bullish Narrative in EM Local Debt: EM Lens

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