Global Macro

Mexico: Retail sales – Progress continues, with fundamentals driving dynamism

Turkey's normalisation process continues with 500bps rate hike

Türkiye’s monetary tightening to rebuild record for more conventional policies

Mexico’s election could be a game-changer for renewables

Pakistan Strategy: Politics - Election date clears the air

BoE Review - BoE done hiking rates as the outlook darkens

South Korea: Market-friendly ruling party's prospects improve

GB : Strategy - I hope this is going somewhere

Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound

GB : Strategy - JAY: Dundas not viable; NMT: first Li recycling patent covers Hub in Oz

BancTrust & Co. LAC Daily Comments 21 September 2023

BancTrust & Co. Africa Daily Comments 21 September 2023

Markets Today - Fed’s hawkish hold lifts rates and USD

Naira plunges in the parallel market, Egypt to launch $5bn worth of projects

IMS Daily Brief - 21-09-2023

Thailand: Thai Market Strategy - Alpha play on the return of the red …

CN : China Galaxy A-Share Morning Comments

India-Canada spat driven by domestic politics, minimal asset price impact likely

Nigeria’s local bond yields surge higher in Q3, CBE to deliver rate verdict

Azerbaijan reasserts military superiority in Nagorno-Karabakh

Chart of the Week - Raising the minimum reserve in the euro area is easier said than done

Frontier Daily, 20 September: Caucasus war, THB stimulus losses, Mongolia gains

BancTrust & Co. LAC Daily Comments 20 September 2023

Economics Flash - Italy’s fiscal policy is to become more prudent in a challenging environment

BancTrust & Co. Africa Daily Comments 20 September 2023