ECO FI Fixed Income Frontier EM bond risk premium vanishes as spreads hit 1.85%, near record low The cushion that once paid 600 basis points over Treasuries in 2009 has collapsed, leaving weak sovereigns exposed just as the Fed…
ECO FI Fixed Income Frontier US treasury yields devour EM risk premium as carry trade logic breaks The 10-year note at 4.6% has wiped out the extra yield investors once demanded to hold emerging-market bonds, with spreads near post-GFC…
