What’s Happening in EM: Carry Trades vs US Treasuries (Podcast)
This week, Srini Sivabalan and Selcuk Gokoluk discuss how emerging-market carry traders recovering from from their first quarterly loss since 2024 are already betting on a comeback, wagering the strategy...
By Selcuk Gokoluk and Srinivasan Sivabalan · Bloomberg
This week, Srini Sivabalan and Selcuk Gokoluk discuss how emerging-market carry traders recovering from from their first quarterly loss since 2024 are already betting on a comeback, wagering the strategy can thrive even with Treasury yields above 5%.