EM Fixed Income: No One Said It Would Be Easy
The low EM credit spreads, uncertainty about Fed rate cuts, shifting data interpretation, lack of evidence for a higher for longer regime, focus on...
361 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
447 Views
EM Sovereign Bonds : Local or Hard Currency?
EM sovereign debt has been in the spotlight recently, attracting investors seeking for yields within a better economic outlook.EM debt distribution...
324 Views
Risk on DM Positioning
Chartonics webcast Tuesday 27 December 2016Risk on DM positioningTo view click on this link: https://www.screencast.com/t/pQlYonUpgwN8 7:21...
256 Views
Matrix Inputs for Asia and Japan
DXY push to 102.10 projection unfolding in line and creates a better pullback margin with support at the 100 breakout level. Pivot support lies at...
247 Views