Global EM Strategist Investors Remix USD but the Track Is Unchanged Feedback from our client conversations suggests views on USD have become much more two-way. The idea that the US economy is picking up is increasingly popular, with more mixed positioning on USD the result. We have not changed our tune though, and the bullish track for EM local markets is intact. Key Takeaways September 22, 2025 06:10 PM GMT Must reads from Global EM Strategy EM Sovereign Credit Strategist – Rolling With It | 22-Sep-2025 No ...