Markets Are Pushing CBR Towards a Hike. CBR Should Stay on Hold
As EM assets remain under pressure, policymakers are increasingly switching into a tightening mode. Central Banks in Turkey, Argentina, India,...
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Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
538 Views
Degrees of TRY Contagion
Our EM FX domino call is unfolding and seeing USD bull energy rolling into Asian FX in a sequence that flashed red flags in early 2018 and more...
396 Views
Rouble Dives as US Congress Publishes New Sanctions Bill
In August, markets are notoriously prone to sharp moves owing to thin liquidity. On Wednesday 8 August, the rouble plunged as the markets digested...
512 Views
We Do Not Expect Fireworks After Trump/Putin Summit
On 11 July, US President Trump began his week-long visit to Europe. He will attend a two-day NATO summit and meet UK PM Theresa May...
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