Un mes difícil para los bonos de los mercados emergentes

The video discusses the current trends in the U.S. dollar and Treasury markets, highlighting a positive short-term outlook for Treasurys and a potential weakening of the U.S. dollar. It also covers China's economic position, noting a positive bias towards Chinese onshore rates and the potential for sustainable growth. The video advises against passive investment in emerging market debt, suggesting active management to capitalize on market volatility and alpha opportunities.

What are the assumptions regarding the U.S. dollar mentioned in the text?

How has the macro environment in emerging markets been described?

What factors have driven volatility in emerging market debt recently?

What is the outlook for Chinese onshore rates according to the text?

What advice is given regarding investing in emerging market debt?