Yields in Asia Are Far from the Peak – Part II
Rates in Asia are vulnerable to further correction as they are expensive versus the rest of EM, rising inflation should result in further rate...
281 Views
The Hump and Kink in Brazil’s Yield Curve to Become More Pronounced
I expect the hump and kink in Brazil's rate curve to get more pronounced as a deeper rate-cutting cycle should get priced in and the curve should...
249 Views
How Are Fed’s Rate Hikes Impacting EM?
I expect the volatility of rates to peak in the coming weeks, which should be supportive of the short ends of EM rate curves in Latin American and...
257 Views
India’s “Surprise” Rate Hike Was Overdue
India's rate hike yesterday was in line with my view as I have been arguing for it based on the high inflation and narrowing rate differential with...
319 Views
Yields in Asia Are Far from the Peak
Rates in Asia are among the worst performers this year, but they should continue to underperform on the back of expensive valuations, rising...
258 Views