EM Fixed Income: United we sell-off, divided we retrace

Jonny Goulden and Saad Siddiqui discuss the latest drivers for EM currencies, a potential mis-pricing of front-end rates, and structural issues for distressed sovereigns.   SpeakersJonny Goulden, Emerging Markets Strategist Saad Siddiqui, Emerging Markets Strategist    This podcast was recorded on 20 April 2023. This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4391474-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.