A Primer On EM Domestic Bonds
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Macro investors are often preoccupied with the demand outlook in different economies but pay little attention to supply-side dynamics. This report presents our unique framework for analyzing EM local rates, which incorporates evaluating economies’ supply side.
BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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