For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
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This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The performance of the US dollar significantly diverged from relative rate spreads.
The performance of the US dollar significantly diverged from relative rate spreads
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Market sentiment towards the Chinese currency has shifted significantly
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.