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Sticky inflation, tariff risk, and diverging central banks. Short-dated bonds can offer resilience when markets don’t.
Our summary of developments in emerging market debt in September 2025 and outlook.
What do Venezuela and Lebanon reveal about restructuring risk in emerging-market debt?
Our summary of developments in emerging market debt in August 2025 and outlook.
Markets are asking: is it inflation? The Fed’s next move could hinge on the answer.