Ben Ramsey

Inesha Kristerova, Head of EMEA EM and Latam Local Market Strategy at J.P. Morgan, shares insights on emerging market (EM) local markets and the ongoing debates around EMFX positioning. Ben Ramsey, Head of EM Sovereign Credit Strategy, dives into valuation concerns with EM sovereign spreads and highlights a preference for high yield over investment grade credits. They also discuss political volatility in countries like Brazil and Hungary, and specific opportunities and risks in regions such as Argentina and Nigeria.

Anezka Christovova, Head of EMEA EM and LATAM Local Market Strategy at J.P. Morgan, and Ben Ramsey, Head of EM Sovereign Credit Strategy at J.P. Morgan, dive into the latest developments in emerging market fixed income. They explore how geopolitical headlines and macro trends influence market movements. Anezka examines EMFX positioning and how commodity changes affect currencies. Ben offers insights on sovereign credit outlook, focusing on Venezuela's situation and the implications for investors surrounding bonds and regime changes.

Anezka Christovova, Head of EMEA EM and LATAM Local Market Strategy at J.P. Morgan, and Ben Ramsey, Head of EM Sovereign Credit Strategy, join Jonny Goulden for an insightful discussion on emerging market fixed income. They explore how EM markets have shown resilience despite geopolitical noise, underscoring the importance of looking beyond the headlines. Anezka delves into technical signals that indicate risk appetite, while Ben highlights the return of market access for lower-rated sovereigns. Their analysis sheds light on current trends in EM credit and spreads.

Ben Ramsey, Head of EM Sovereign Credit Strategy at J.P. Morgan, offers sharp takes on sovereign indices and credit spreads. Anezka Christovova, Head of EMEA EM & Latam Local Market Strategy at J.P. Morgan, breaks down EMFX and local market moves. They cover market directionlessness, Middle East geopolitical tail risks, US–Iran local market effects, tariffs and AI-related cyclical risks, and index technicals like UAE exclusion.

Ben Ramsey, head of EM sovereign credit strategy at J.P. Morgan, gives takeaways on spreads and country credit. Anezka Christovova, head of EMEA EM and Latam local-market strategy, shares macro and local-market reads on elections and central bank moves. They discuss Fed pick market reactions, EM FX momentum and risks, tight EM credit spreads, positioning for carry, and on-the-ground election implications.