Bond Slide Spreads to Emerging Markets on Fed Rate Hike Bets
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Bond Slide Spreads to Emerging Markets on Fed Rate Hike Bets
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Why it's worth your time
The contagion leg of the same story and the reason it is worth two reads rather than one: the selloff stopped being a US duration event and became a global risk-appetite event. Useful as a check on whether this is positioning or something worse — if EM debt keeps bleeding while US high yield stays orderly (it fell only 1.0% on the week) the flush-versus-break call stays positioning.
Related
8 events DateTypeEvent
Sep 1 Market BriefNeoclouds Break as One, Gold Breaks With Them Aug 31 Market BriefMemory Runs, Cyber Breaks Out, Oil Taxes the Tape Sep 4 ScanMarket Pulse — Macro Dashboard Sep 4 ScanETF Universe Scan — The Broad Market Bounce Stalls Flat On The 30 Day Window While The One Year Trend Holds, Chips Rip On The Day But Only 4 Of 18 Names Are Genuinely In An Uptrend, Software Falls On The Lightest Volume Of The Cycle, Gold Complex Keeps Cooling Aug 28 ScanEtf Universe Aug 28 ScanMarket Pulse — Macro Dashboard Aug 26 Market BriefConcrete Bids, Compute Bleeds Aug 25 Market BriefBiotech Goes Blue-Chip, Credit Slips Its Line Source links
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