'We Like EM Assets Now,' Says BlackRock's Mateos y Lago

The video discusses the impact of negative interest rates in Europe, particularly focusing on German bonds and the need for monetary stimulus. It highlights the role of fiscal policy in countries with different economic conditions. The discussion then shifts to emerging markets, emphasizing the positive outlook due to a dovish Fed and China's stimulus efforts. The video also touches on Turkey's recession and the broader global macroeconomic context.

What are the implications of negative interest rates for Europe?

How does the current German fiscal policy relate to the German 10-year bonds?

What factors are contributing to the growth slowdown mentioned in the text?

What is the current outlook for emerging markets according to the speaker?

What challenges does Turkey face in its economic adjustment?