EM Fixed Income: Reviewing the global & previewing the upcoming idiosyncratic

In this episode of the "At Any Rate Emerging Markets Focus" podcast, Jonny Goulden, Anezka Christovova, and Gisela Brant from J.P. Morgan discuss recent developments and key issues in emerging market fixed income. They address the current market environment, influenced by the U.S. government shutdown and various geopolitical factors, and examine the impact of AI-related investments on global growth. The conversation covers EM currencies, the carry theme, commodity price actions, and local rates markets, including central bank reactions. Gisela Brant provides an update on the upcoming legislative elections in Argentina, discussing market reactions, potential scenarios, and key numbers to watch.