Fiscal dominance and the unexpected rise of emerging markets
Developed markets have a debt problem — some investors are looking elsewhere
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Investors warn of ‘new era of fiscal dominance’ in global markets
Combination of record government debt and rising borrowing costs puts central banks under pressure
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Currencies, bonds and stocks rally as global fund managers diversify away from dollar assets
European investors switch attention to emerging market ETFs
Developing world stocks outperform US as dollar languishes at three-year lows
Emerging markets are finally rallying
Despite the gloom over Trump trade war fallout, assets in developing economies are showing strong gains
EM companies rush to global debt markets as risk premium falls to near 20-year…
Banks and companies in emerging markets outside China are issuing debt at the fastest pace since 2021
US stocks fall as global bond sell-off deepens
Tech shares extend recent declines as rising debt piles in many major economies concern investors