SocGen’s Kalen Remains Upbeat on Emerging Market Carry: E...

What this episode covers

Emerging market carry should continue to outperform, as the fall in foreign exchange volatility reflects capitulation by dollar bulls. In this month’s EM Lens & Look-Through edition of Bloomberg Intelligence’s FICC Focus podcast, Phoenix Kalen, Head of EM Research at Société Générale, joins Damian Sassower, Bloomberg Intelligence chief EM fixed income strategist, to share her view on valuations and investor positioning across EM local rates, currencies and credit. Macroeconomic risks appear back-loaded to 2H, when US presidential elections may fuel a rise in EM volatility.

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How long is this episode of FICC Focus?

This episode is 21 minutes long.

When was this FICC Focus episode published?

This episode was published on February 27, 2024.

What is this episode about?

Emerging market carry should continue to outperform, as the fall in foreign exchange volatility reflects capitulation by dollar bulls. In this month’s EM Lens & Look-Through edition of Bloomberg Intelligence’s FICC Focus podcast, Phoenix Kalen, Head...

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