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WSJ's Take On the Week

How Emerging-Market Bonds Can Hedge Against U.S. Market Volatility

3/29/202630 min

In this week's episode of WSJ’s Take On the Week, co-hosts Miriam Gottfried and Telis Demos break down the math behind current oil price fluctuations and what the market is signaling about the duration of the Iran conflict. Food manufacturers and producers ConAgra Brands, Cal-Maine Foods and McCormick are reporting their earnings this upcoming week. Will these companies continue to pass on some of their high expenses to customers or will they absorb the rising costs? And a couple of the show’s listeners share their takes on the oil vs. gold portfolio hedge. 

Aft...

Clips

Crises Have Flipped Places
The Only EM Bear Case
You Own The Wrong Bonds
Venezuela Bonds Surging
Harnessing Central Banks Hurts
Get Paid For Your Risk
EMFX Now Calmer Than DM
Gulf Bonds Hold Strong

Transcript preview

First 90 seconds

  1. Speaker 10:00

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  2. Miriam Gottfried· Host0:29

    [upbeat music] Hi, Talis.

  3. Telis Demos· Host0:33

    Hi, Miriam.

  4. Miriam Gottfried· Host0:34

    So we've had episodes about international stocks on this show.

  5. Telis Demos· Host0:39

    Okay, right.

  6. Miriam Gottfried· Host0:39

    And we've had episodes about US bonds.

  7. Telis Demos· Host0:41

    Yeah.

  8. Miriam Gottfried· Host0:41

    But- Where are you going with this? ... in light of current events, um, we feel that it's time this week to talk about something very exciting, which is international bonds.

  9. Telis Demos· Host0:49

    Oh, connecting the dots.

  10. Miriam Gottfried· Host0:51

    Yes. This has been the missing link in everyone's portfolio, which we're about to find out. But first, we want to check in on the price of oil and what else the market might be thinking about this upcoming week.

  11. Telis Demos· Host1:03

    I just wanna remind everybody of what we talked about on a previous episode with Natasha Kaneva from JP Morgan about how to think about the price of oil because I think that really, like, it's just a good framework, I think.

  12. Miriam Gottfried· Host1:14

    Mm-hmm.

  13. Telis Demos· Host1:14

    So w- what she said was, was that every million barrels of production that are missing, it kinda translates into, like, $4 in the price of oil, right? So her math was that if there are gonna be 16 million barrels of oil that are, a day that are not being

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