The Stars Align for Emerging-Market Debt

The video discusses the performance of emerging markets debt, highlighting its best January since 2001. It examines factors like reduced debt issuance in developing markets and the impact of leverage reduction, particularly in China. The Federal Reserve's low rates and patient stance are also considered. The video analyzes yield spreads, noting their decline to the lowest since October, and explores the potential for continued market growth based on technical factors and easy monetary policy.

What factors are contributing to the current spreads in emerging markets?

What is the outlook for emerging markets debt based on current technical factors?