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Ready to go: Introducing Tellimer's Readiness for Reopening Index

This week, I received an email offering me the chance to win an Airbnb gift card in return for filling out a survey. This sets the stage for a broad, and sustained, reopening, provided that foolish rejection of the Oxford-AstraZeneca and Johnson & Jo...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 17 April 2021
Ready to go: Introducing Tellimer's Readiness for Reopening Index
Ready to go: Introducing Tellimer's Readiness for Reopening Index

Ukraine: What lies behind the Russian escalation

Recent weeks have seen a build-up of Russian military forces on Ukraine’s borders and in illegally occupied Crimea, with not only an escalation of tensions and rhetoric, but also an increase in fighting and fatalities, on both sides. What lies behind...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 16 April 2021
Ukraine: What lies behind the Russian escalation
Ukraine: What lies behind the Russian escalation

Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Rates Spark: riding high

The strength in developed market government bonds this week, and in particular yesterday, is a puzzle worth solving for whoever is trying to infer rates direction into next week. Be that as it may, it is possible that flight to quality flow found its...
ING Think
ING Think 16 April 2021
Rates Spark: riding high
Rates Spark: riding high

Here’s why US market rates are falling

It's supposedly a booming economy, but rates have been falling of late - why? This is partly a consequence of the Fed pitching front end rates at zero and the generation of excess liquidity. > We see strong fixed rate receiver interest, where corpora...
ING Think
ING Think 15 April 2021
Here’s why US market rates are falling
Here’s why US market rates are falling

Turkey: New central bank governor stays course, for now; upgrade debt ratings

The CBRT held the one-week repo rate at 19% today, in line with the forecast of all but two of the 25 economists surveyed by Bloomberg. As long as rollover rates stay near unity, then Turkey will be able to weather the crisis, but a hard stop in fina...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 15 April 2021
Turkey: New central bank governor stays course, for now; upgrade debt ratings
Turkey: New central bank governor stays course, for now; upgrade debt ratings