Salient to Investors:

Kian Abouhossein et al at J.P. Morgan Cazenove said:

  • The emerging market sell-off sparked by speculation of reduced Fed stimulus may cause a material slowdown in emerging market fixed-income revenues with volumes drying up.
  • December is most likely for the first tapering by the Fed, but if the labor market continues to improve as in the last 6 months, it would be September.

Read the full article at

Click here to receive free and immediate email alerts of the latest forecasts.