Charles Schwab's Jones Says There's No Reason to Jump in EM

The video discusses the current market sentiment, highlighting the need for a catalyst to drive investment. It explores the global repricing of risk, particularly in Turkey, and the impact on equity markets. The trading environment is analyzed, focusing on liquidity issues and bid-ask spreads in high yield debt. Indonesia's economic measures to address its current account deficit are examined. Finally, the video reviews EM fixed income spreads over Treasurys, suggesting they are at average levels but could widen further.

What factors are mentioned as necessary for a market jump?

What does Morgan Stanley's James Lord suggest about real money in the market?

How has the liquidity in the market changed according to the text?

What actions has the Bank of Indonesia taken to address its economic situation?

What is the current state of spreads in EM fixed income compared to Treasurys?