#TRPoutlook EM sovereign and corp investment grade bonds attractive vs. US IG corp bonds
#TRPoutlook October fixed income market volatility is a sign of more to come.
Europe economy lagging and lagging badly. #TRPoutlook
Fairly optimistic view of US economy but not blockbuster. #TRPoutlook
#TRPoutlook EM stocks relatively cheap but opportunities country and company specific. EM market and econ cycles more divergent than ever.
#TRPoutlook conditions ripe for more US stock gains. Upside likely limited due to moderately high valuations, already high profit margins
NEW YORK, Nov 18 (Reuters) – Emerging market credit default
swaps trading volume rose 27 percent in the third quarter versus
the same period a year ago, according to a survey released on
EMTA, the emerging markets debt trading and investment
industry trade association, said volumes for CDS totaled $377
billion in the three months ending Sept. 30. The trading volume
represented a decline of 3 percent from the second quarter of
this year, the group said in a statement.