Back to news
06 Jul 2026 · 17:48 GMT+3· Source新闻API

LatAm FX: Rotation favors equities and carry – BNY

BNY’s Geoff Yu notes that crowded exposure to Latin American (LatAm) bonds is unwinding as higher U.S. yields drive a domestic repricing of real-rate risks. The bank sees flows rotating toward regional equities and maintains a constructive tactical view on Latin American carry.

Trading involves risk. The information above is for reference only and does not constitute investment advice.