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US Labor Market Sends Mixed Signals

Bloomberg Intelligence

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The US Growth Story and the Fed Hitting Cycle

The end of the Fed hiking cycle is a good thing for emerging market debt. That was one of the things that really weighed on the asset class last year. So now that we've got that risk behind us and also have the China weakness behind us, we think that all spells a positive signal in terms of where we can see EM currencies go.

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