kb10mru.bsky.social
@kb10mru.bsky.social
EM PM
Busta Ryhmes is 53……
June 25, 2025 at 8:33 PM
When you explain to blank faces that even the perceived worst asset class in EMD (EM local) over the past 10 years has outperformed DM government bond indices 10y,5y,3y,2y,1y basis and looks very cheap today…
January 16, 2025 at 6:40 AM
Argentina at 500bps…. Maybe time to focus more on local rates here.
January 6, 2025 at 9:44 PM
Spread protection still looks cheap here.
October 23, 2024 at 9:13 PM