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South African Reserve Bank resists temptation to cut

Tellimer Research
Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
South African Reserve Bank resists temptation to cut

Turkey central bank opts to wait and see

Patrick Curran 21 January 2021

Sudan: Debt relief has never looked closer

Stuart Culverhouse 21 January 2021

Nigeria in 2021: Navigating murky waters

Janet Ogunkoya 21 January 2021

Debt sustainability index: Countries at the highest risk of debt distress

Patrick Curran 20 January 2021
Latest articles in Debt Markets

South Africa resists temptation to cut rates

Today, theSARB’s Monetary Policy Committee (MPC)opted to hold rates at 3.5%, with three members voting to hold versus two who preferred a 25bps cut (the same split as the last meeting on 19 November). The government has initiated another "Level 3" lo...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
South African Reserve Bank resists temptation to cut
South African Reserve Bank resists temptation to cut

Turkey central bank opts to wait and see

Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
Turkey central bank opts to wait and see
Turkey central bank opts to wait and see

Sudan: Debt relief has never looked closer

There is now real momentum in the international community towards normalising Sudan’s relationship with the West, and the ultimate prize of securing heavily indebted poor countries (HIPC) debt relief, two years after the ousting of long-time ruler Pr...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 21 January 2021
Sudan: HIPC debt relief to offer upside on defaulted paper
Sudan: HIPC debt relief to offer upside on defaulted paper

Taper Tantrum 2: is there a sequel in the making?

Sequels – occasionally they’re better (The Godfather Part II), but most of the time they’re worse. Markets recovered strongly. This became known as the Taper Tantrum. The level of support provided by governments and central banks since the pandemic s...
Schroders
Insights 21 January 2021
Taper Tantrum 2: is there a sequel in the making?
Taper Tantrum 2: is there a sequel in the making?

Rates Spark: ECB communication challenges

The BOJ set the tone of today's central bank meetings by leaving its policy rate and 10Y JGB yield target untouched. If this view is not already challenged at the upcoming meeting, it could come back to haunt markets later in the year. Regarding sove...
ING Think
ING Think 21 January 2021
Rates Spark: ECB communication challenges
Rates Spark: ECB communication challenges

Nigeria in 2021: Navigating murky waters

Nigeria’s economy, like the rest of the world, has had to struggle through the impact of COVID 19. At the centre of Nigeria’s economic challenges is FX. While investors’ outstanding backlogs have dropped from US$2bn in August to US$600-800mn in Decem...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 January 2021
Nigeria in 2021: Navigating murky waters
Nigeria in 2021: Navigating murky waters