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INSIGHT PROVIDER
Gautam Jain, PhD, CFA
Fixed Income and Currency Strategist
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Location:
United States
Joined:
11 December 2020
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FX & Rates
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Macroeconomics
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bearish
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BRL
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29 Jun 2022 04:27
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...
Gautam Jain, PhD, CFA
264 Views
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bearish
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ZAR 10Y
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14 Jun 2022 23:29
South African Bonds Switch from Outperformers to Underperformers
Besides external drivers, domestic factors have turned negative in South Africa – particularly rising inflation and worsening debt profile –...
Gautam Jain, PhD, CFA
293 Views
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bearish
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TRY
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07 Jun 2022 23:59
Turkish Lira Takes the Helm as the Worst-Performing EM Currency
The Turkish lira is effectively in a vicious cycle: weakening currency adds to inflationary pressures, which with the central bank on hold means...
Gautam Jain, PhD, CFA
254 Views
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bearish
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INR 10Y
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19 May 2022 23:16
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...
Gautam Jain, PhD, CFA
294 Views
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bearish
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HUF
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17 May 2022 22:36
Which EM Currency Has Suffered the Most Since Russia’s Invasion of Ukraine?
Adding to the economic woes from Russia's aggression, the Hungarian forint has suffered as the central bank has signaled less aggressive monetary...
Gautam Jain, PhD, CFA
305 Views
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