Stuart Culverhouse

Tellimer Research

Head of Sovereign & Fixed Income Research @ Tellimer Research

Stuart has over 20 years’ experience as an economist in both the public and private sectors and has been covering EMs since 2000. He joined Tellimer in July 2006 and heads the team of macro and fixed-income analysts. Previously, he worked for the UK government Economic Service and as an Economic Adviser at the Export Credits Guarantee Department.

Stuart Culverhouse
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Global Themes / Global

What investors are thinking: Takeaways from our UK roadshow

We held a series of client meetings in London over the past fortnight, seeing over 20 clients, consisting of a mix of fixed income and equity investors in EM and Frontiers, Africa specialists, and special situations and distress funds. The meetings t...
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Patrick Curran @ Tellimer Research 30 June 2022
What investors are thinking: Takeaways from our UK roadshow
What investors are thinking: Takeaways from our UK roadshow

US economy: IMF warns over inflation risks but economy to avoid recession

The IMF published its concluding statement following the 2022 Article IV mission for the United States on 24 June, providing a timely update on the state of the US economy. But, despite the more hawkish interest rate path than the market, the IMF sti...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 28 June 2022
US economy: IMF warns over inflation risks but economy to avoid recession
US economy: IMF warns over inflation risks but economy to avoid recession

Ecuador protests overshadow IMF programme review

The IMF Board approved the combined fourth and fifth reviews of Ecuador’s extended fund facility (EFF) on 24 June. It follows the announcement of staff-level agreement on 11 May and so is not unexpected. That said, despite the good news on the IMF pr...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 27 June 2022
Ecuador protests overshadow IMF programme review
Ecuador protests overshadow IMF programme review

Russia wakes up to sovereign default

Russia has reportedly finally fallen into default on its foreign debt today, barring a last-minute surprise, as the 30-day grace period for coupons on two sovereign bonds (US$ '26s and EUR '36s) that were due on 27 May expired on 26 June (Sunday) wit...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 27 June 2022
Russia wakes up to sovereign default
Russia wakes up to sovereign default

Colombia turns left as Petro wins presidency in anti-establishment run-off vote

Colombia has turned to the political left for the first time in the modern era, after former guerrilla Gustavo Petro was elected the country's president in Sunday's second-round run-off. Added to this, Petro's macro policies threaten Colombia's econo...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 20 June 2022
Colombia turns left as Petro wins presidency in anti-establishment run-off vote
Colombia turns left as Petro wins presidency in anti-establishment run-off vote

Argentina's IMF staff level agreement is positive, but still a long way to go

The IMF announced on 8 June that it had reached staff level agreement on the first review of Argentina's new programme. The IMF welcomed the authorities’ commitment to implementing additional policy measures to achieve the annual objectives (although...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 10 June 2022
Argentina's IMF staff level agreement is positive, but still a long way to go
Argentina's IMF staff level agreement is positive, but still a long way to go

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Stuart Culverhouse
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