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Saudi-Iran detente brokered by China: A sign of the times?
Flash Report /
Global

Saudi-Iran detente brokered by China: A sign of the times?

Tellimer Research
Hasnain Malik
Hasnain Malik  @ Tellimer Research
12 March 2023
Sovereign Analysis /
Congo
Republic of Congo: IMF Board approves second review of programme
Stuart Culverhouse
8 February 2023
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Macro Analysis /
Global
Creating a BRICS reserve currency needs more than Russian impetus
Levon Kameryan
8 December 2022
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Sovereign Analysis /
El Salvador
El Salvador: Tender results won't ease default concerns
Stuart Culverhouse
8 December 2022
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Sovereign Analysis /
El Salvador
El Salvador launches a second tender offer ahead of crucial January maturity
Stuart Culverhouse
30 November 2022
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Latest in Bonds
Macro Analysis /
United Kingdom

Bank of England tightening likely done as it hikes by 25bp

The Bank of England has increased interest rates by 25 basis points. Bank Rate now stands at 4.25%. Like last month, it has indicated it could hike again if inflation is continuing to show signs of ‘persistence’ The Bank’s own survey of businesses su...

ING Think
ING Think  @ ING Think
23 March 2023
Macro Analysis /
Global

Rates Spark: A job nearly done

Market rates had been edging higher as we headed into the Federal Open Market Committee meeting. The effect has been lower market rates, in particular on the front end. The upside surprise in yesterday’s inflation reading for February was a reminder ...

ING Think
ING Think  @ ING Think
23 March 2023
Macro Analysis /
Global

Fed hikes US interest rates by 25bp, but acknowledges we are close to the peak

The Federal Reserve has hiked the fed funds target rate range 25bp to 4.75-5%. This was a unanimous decision with the committee backing the view that “some additional policy firming may be appropriate” The Fed appears quietly confident the economy wo...

ING Think
ING Think  @ ING Think
22 March 2023
Sovereign Analysis /
France

France's pension reform to spur medium-term fiscal gain at governance cost

The reform, centred on prolonging retirement age, should ensure progressive rebalancing of pension system by 2030. Pension law sends signal of France’s intent to preserve medium-term fiscal sustainability, introduce supply-side reforms. Still, fiscal...

Scope Ratings
Thomas Gillet
Thomas Gillet  @ Scope Ratings
22 March 2023
Macro Analysis /
Global

Rates Spark: The dam holds, just in time for the Fed

With a 25bp hike 80% discounted there is a green light for the Fed to go ahead and deliver that. It's unlikely the Fed will provide much guidance for the May meeting, but it's also unlikely we get a so-called dovish hike. The big take-away is likely ...

ING Think
ING Think  @ ING Think
22 March 2023
Macro Analysis /
Global

Rates Spark: Contained contagion risk puts hikes back on the table

The aggressive response by regulators and public authorities in the US and in Switzerland is a reason for optimism. After the Credit Suisse takeover, one positive is that markets have no ‘next domino’ to focus on. This should allow hikes to be priced...

ING Think
ING Think  @ ING Think
21 March 2023
Macro Analysis /
United Kingdom

Bank of England set for 25bp hike barring further turmoil

There are encouraging signs that inflation is genuinely starting to ease. Core services inflation took a nose-dive in January – though we’ll have to wait and see whether this is replicated in the most recent data due a day before the BoE decision. We...

ING Think
ING Think  @ ING Think
20 March 2023
Macro Analysis /
Global

Dollar funding solutions get beefed up

Central banks currently offering U.S. dollar operations have agreed to increase the frequency of 7-day maturity operations from weekly to daily. This allows central banks to access US$ from the Federal Reserve to help satisfy dollar liquidity needs o...

ING Think
ING Think  @ ING Think
19 March 2023
Macro Analysis /
Global

Fed to hike 25bp should conditions allow

Fed Chair Jerome Powell opened the door to a 50bp rate hike on 7 March. Just two days later, troubles at Silicon Valley Bank prompted fears of contagion and turmoil. This has led to a collapse in rate hike expectations for both the 22 March FOMC meet...

ING Think
ING Think  @ ING Think
17 March 2023
Macro Analysis /
Global

Rates Spark: Almost there, but still hiking

The ECB went ahead and hiked by 50bp without any particular hitch. Credit Suisse now has a CHF50bn line to the Swiss National Bank. First Republic has access to $30bn in deposits from US SIBs. This is unlikely to be the end of it for these two names ...

ING Think
ING Think  @ ING Think
16 March 2023

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