Is the Treasury sell-off over? Capital Economics weighs in
Investing.com – While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen, according to analysts at Capital Economics. Benchmark 10-year US government bond yields recently touched multi-month highs as investors fretted
Here’s why JPMorgan says investors should stay underweight emerging market stocks
Investing.com – Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to analysts at JPMorgan. They added that the MSCI Emerging Markets index, which tracks large- and
Are China tariff risks priced in emerging markets?
Investing.com — Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, according to UBS. Chinese export prices have fallen 18% from their post-pandemic peak, while global export prices declined by only 5%. This significant