Ты видишь риск, которого нет в портфеле.
А видишь ли ты мир, который живёт без тебя? 8 эр. 4900 лет. Одна планета.
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S5/10Economic

EM Long Bonds Seen Missing Out on Any Iran Peace Dividend

Emerging-market bond investors expecting a broad rally from any US-Iran peace deal may be in for a disappointment, as money managers see sticky inflation and fiscal concerns keeping long-term yields elevated.

Source: Bloomberg MarketsOriginal source

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⚠️ A model estimate of cascade risk — not a guarantee and not buy/sell. Calibration uses resolved outcomes only; monitor confirmation indicators below.
A
Escalation
Did not materialise
Horizon: 10–20 days
B
Status quo
Did not materialise
Horizon: 10–20 days
C
De-escalation
Did not materialise
Horizon: 10–20 days

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