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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...


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...


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...


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...


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...


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...


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- 1 Macro Analysis/Global IMF Covid-era lending flatters to deceive
- 2 Strategy Note/Peru Peru's problematic politics to persist after election (as expected)
- 3 Sovereign Analysis/Ecuador Ecuador presidential election result: Third time lucky for Lasso
- 4 Sovereign Analysis/Turkey Turkey: New central bank governor stays course, for now; upgrade debt ratings
- 5 Quantitative Analysis/Germany German 10-year yields might hit 0% before heading lower