Economics

Emerging Markets Analysts Are Nervous About Rising U.S. Yields

  • More negative news out there for EM: Dai-ichi Life Research
  • Fears of rapid rise in inflation makes it a worry, SEB says
Yields Can Stay Above 3% Without Being Too Disruptive, Says Schaffrik
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Two months ago, when the benchmark 10-year Treasury yield was approaching 3 percent, most analysts were pretty sanguine about what it meant for emerging markets.

This time around, it’s a different story, as concern ranging from the possibility of a trade war to geopolitical risks permeates markets.