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EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer

EPISODE · Aug 15, 2025 · 26 MIN

EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer

from FICC Focus · host Bloomberg Intelligence

Emerging market economies are benefiting from better-than-expected growth and inflation expectations, with local rates looking set to outperform amid a more dovish US Federal Reserve. Dirk Willer, managing director and global head of macroeconomic research at Citigroup, joins Damian Sassower, Bloomberg Intelligence’s chief emerging-market fixed-income strategist, to assess the fixed-income landscape, with implications for interest rate and currency markets across the globe. Willer and Sassower touch on topics ranging from systematic drivers and foreign positioning to FX-hedge flows and central bank reserves.

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EM Lens: Dusting Off Global Macro Playbook With Citi’s Willer

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