EM Fixed Income: Not spooked yet

In J.P. Morgan's "At Any Rate Emerging Markets Focus" podcast, Jonny Goulden, Anezka Christovova, and Ben Ramsey discuss key developments in emerging market fixed income, focusing on growth themes, the Fed's stance, and the Argentinian elections. They analyze recent data indicating a pivot towards growth, particularly in Europe and China, and the implications of U.S.-China trade de-escalation. The conversation covers the impact of the Fed's recent meeting and hawkish signals on EM currencies, EM central bank reactions to growth and inflation, and strategies for investing in EM credit markets, including alpha opportunities in Argentina following its legislative elections.