macro

ECB and Frankfurt Radio Symphony invite the public to Europa Open Air concert on 20 August 2026

Persistent inflation worries and currency swings are pushing emerging-market investors to adjust bets in an $886 billion asset class that’s been delivering outsize returns for more than a year.

Bogota-based EM reporter Nicolle Yapur joins Leda Alvim to discuss why investors are looking beyond Brazil and Mexico for opportunities in inflation-linked bonds in the emerging world.

Nvidia is becoming the 'Federal Reserve of AI'

Bogota-based EM reporter Nicolle Yapur joins Leda Alvim to discuss why investors are looking beyond Brazil and Mexico for opportunities in inflation-linked bonds in the emerging world.

"Now traders are watching the 'yen carry trade,' where cheap yen borrowing funds bets on higher-yielding assets worldwide, and wondering if it’s about to blow up."

"These jobs are typically ones that are very difficult, very arduous jobs that require a lot of physical hardship, and the native-born workers just haven't done these jobs for quite some time and are in no mood to take them now—certainly not at these wages."

Central bank market backstops risk fuelling leverage and future crises

"Now traders are watching the 'yen carry trade,' where cheap yen borrowing funds bets on higher-yielding assets worldwide, and wondering if it’s about to blow up."

"Now traders are watching the 'yen carry trade,' where cheap yen borrowing funds bets on higher-yielding assets worldwide, and wondering if it’s about to blow up."