from WallStForMainSt
A Vanguard Group Inc. fund manager who outperformed 99% of his peers during the past three years is bracing for emerging-market defaults in 2020. Dan Shaykevich, co-head of emerging-market and sovereign debt at Vanguard said, “We think that 2020 will be much more about avoiding the losers,” he said in an interview. “You are going to have a year where there will likely be defaults in emerging markets.”
Top Bond Fund Manager Braces for EM Sovereign Defaults in 2020 https://www.bloomberg.com/amp/news/ar…
Top Bond Fund Manager Braces for EM Sovereign Defaults in 2020 https://finance.yahoo.com/news/top-bo…
Article on foreign central bank reverse repo pool: https://finance.yahoo.com/news/fed-ma…
Lyn Alden interview on the Jelly Donut Podcast: https://anchor.fm/jellydonutpodcast/e…
Fed Officials Are Stressed Out About Ongoing Disruptions In Bank Funding Markets (Roberto Perli comments): https://www.forbes.com/sites/pedrodac…
Josh Galper on the Current State of Repo Markets, Key Bottlenecks, and a Balanced Proposal to Restore Stability https://macromusings.libsyn.com/josh-…
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George Selgin on Frozen Money Markets & Competing With the Fed in Payments https://www.theinstitutionalriskanaly…
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