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What’s Happening in EM: Weaker USD Revives Carry Trade (Podcast)

Markets

Zijia Song

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August 10, 2025

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Bloomberg

Maria Elena Vizcaino joins Zijia Song to discuss the comeback of the EM carry trade as investors bet that the Federal Reserve’s monetary easing as early as next month will weaken the dollar and as some central banks in developing nations send out hawkish signals that keep domestic interest rates at a high level.

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