Today’s Talk Your book is brought to you by VanEck:
On today’s show we discuss:
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Why does emerging market bonds now have lower volatility and higher carry than Treasuries?
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How did a lack of financial dominance make emerging market debt less risky?
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Why are central banks quietly buying Asian local currency bonds as reserve assets?
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Failure to hedge exchange rate risk in developing country bonds
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Why geopolitical tensions and high oil prices are boom times for commodity exporters
Listen here:
https://podcasts.thecompoundnews.com/show/animalspirits/
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Important Statements from VanEck:
https://www.vaneck.com/us/en/talk-your-book-vaneck-discloses-june-2026/
EMBX Performance: https://www.vaneck.com/us/en/investments/emerging-markets-bond-etf-embx/performance/
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was rescued. Current performance may be lower or higher. Call or visit 800.826.2333
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