Bond Market Monitor: Time to Invest in EM bonds

  • Declining inflation, as indicated by the November US PCE deflator, could lead to the 2% inflation target in 2024.

  • What has changed in the past three months since our last BMM is that the Fed has turned dovish when inflation softened.

  • Rate cuts in the US should see capital flow reversing back into emerging markets.
December 29th, 2023
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