Super September Expected for EM Bond Sales

The video discusses the changing landscape of global markets, focusing on the rush of investors and borrowers to capitalize on current opportunities before anticipated changes in November and December. It highlights borrowing trends in the Middle East and Russia, driven by fiscal imbalances and sanctions, respectively. The video also examines the demand and supply dynamics in emerging markets, noting the heavy cash flows and lack of supply. It addresses potential risks, such as speculative money and yield spreads, while emphasizing the optimism among investors. Finally, it provides insights into bond yields and investor sentiment, comparing emerging market yields to G7 levels.

How do emerging market bond yields compare to G7 levels?

What challenges do borrowers face in the current market environment?