Fixed Income Frontier·Jul 21US treasury yields devour EM risk premium as carry trade logic breaksThe 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…
Solidez Premium Management·Oct 26, 2025Fiscal Dynamics and Solidez Premium Management: Reading Beyond Headlines in Latin MarketsBy Ricardo Mendes, Fixed Income & Macro Strategist
