At Any Rate cover image

EM Fixed Income: Will EM markets keep trading Iran conflict de-escalation?

At Any Rate

00:00

EM credit: spreads, oil and outlook

Ben links EM spreads to oil, argues reduced tail risk could tighten spreads and allow investors to earn carry again.

Play episode from 14:18
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app