Long rates, the US dollar, and the global debt market

16/09/2025 25 min
Long rates, the US dollar, and the global debt market

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Episode Synopsis


Rising long rates globally have caused some concern among investors. We discuss why meaningfully higher long rates are a tail risk, but not our base case. Plus, we talk to Hemant Baijal, Head of Macro Alpha and Co-Head of Emerging Markets Debt, about some big shifts this year in international market performance and the US dollar. (Invesco Distributors, Inc.)