Markets tune out geopolitical risks as EM activity picks up
New Trader TV This Week – Despite a turbulent start to 2026 marked by geopolitical headlines, markets have shown limited and localized reactions, says Tim Littrell, ECA, of Agile Investment Management, LLC. The senior investment analyst and trader says liquidity, not headlines, remains the key driver for traders. He shares his views on selective opportunities in liquid emerging markets; he unpacks his buy-side’s 4-pillar approach to liquidity in stressed and calm markets, and discusses how markets are digesting the January new issuance cycle.
In this episode:
📌 Markets tune out geopolitical risks
📌 EM liquidity and issuance pick up
📌 Agile IM’s 4-pillar approach to bond market liquidity
📌 How markets are digesting the new issuance cycle
📌 Are investors pivoting away from the US?
📌 Looking ahead—what else should traders focus on this Q1?
