Rates 10y Dashboard: 5-Year Is the Most Attractive Tenor in EM Rate Curves
The 5-year tenor of EM curves has been impacted by both fiscal and inflation risks and, in general, has cheapened more than the other tenors.
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Rates 10y Dashboard: Higher Risk Premium in Colombia’s Rates Than FX
As the correction in Colombia's assets gained momentum following the downgrade by S&P, the risk premium in the long end of Colombia’s local rates...
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Rates 10y Dashboard: Which EM Countries Stand to Benefit if US Rates Vol Keeps Falling?
With US rates staying rangebound of late, we identify the EM countries whose long-end rates should outperform if US rates volatility continues to...
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Rates 10y Dashboard: South Africa’s Rising Breakeven Inflation
Given the rising inflation breakeven in South Africa, we expect short-end rates to rise gradually, which combined with the risk premium in the long...
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Rates 10y Dashboard: EM Rates Are Underperforming the US
In contrast with history, EM rates have underperformed the US even as US rates volatility has come off, which is a fallout from the unprecedented...
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