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Marc to Market
Looming US Government Shutdown Stems the Dollar's Surge
28 Sep 2023
Marc to Market
28 Sep 2023
Looming US Government Shutdown Stems the Dollar's Surge
Vermilion Research
Premium
Vermilion Compass: Weekly Equity Strategy
26 Sep 2023
Vermilion Research
26 Sep 2023
Premium
Vermilion Compass: Weekly Equity Strategy
Tellimer Research
Frontier Daily, 22 September: US 10y spike sees worst EM losses since July
22 Sep 2023
Tellimer Research
22 Sep 2023
Frontier Daily, 22 September: US 10y spike sees worst EM losses since July
Marc to Market
Higher for Longer Lifts the Dollar, while SNB Surprises Many by Standing Pat--Over to the BOE
21 Sep 2023
Marc to Market
21 Sep 2023
Higher for Longer Lifts the Dollar, while SNB Surprises Many by Standing Pat--Over to the BOE
Tellimer Research
Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound
21 Sep 2023
Tellimer Research
21 Sep 2023
Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound
Tellimer Research
Frontier Daily, 20 September: Caucasus war, THB stimulus losses, Mongolia gains
20 Sep 2023
Tellimer Research
20 Sep 2023
Frontier Daily, 20 September: Caucasus war, THB stimulus losses, Mongolia gains
Marc to Market
Softer UK CPI Weighs on Sterling and Lifts Gilts, while Yen Slumps to New Low for the Year, Ahead of the FOMC
20 Sep 2023
Marc to Market
20 Sep 2023
Softer UK CPI Weighs on Sterling and Lifts Gilts, while Yen Slumps to New Low for the Year, Ahead of the FOMC
GlobalCapital
After EM bond surge, investor confidence is still shaky
19 Sep 2023
GlobalCapital
19 Sep 2023
After EM bond surge, investor confidence is still shaky
The Emerging Markets Investor
Chinese Auto Exports Threaten the Auto Industry Worldwide
15 Sep 2023
The Emerging Markets Investor
15 Sep 2023
Chinese Auto Exports Threaten the Auto Industry Worldwide
BancTrust & Co.
BancTrust & Co. LAC Daily Comments 7 September 2023
7 Sep 2023
BancTrust & Co.
7 Sep 2023
BancTrust & Co. LAC Daily Comments 7 September 2023
The Emerging Markets Investor
If China’s Boom is Over, Where Will Demand for Commodities Come From?
6 Sep 2023
The Emerging Markets Investor
6 Sep 2023
If China’s Boom is Over, Where Will Demand for Commodities Come From?
Tellimer Research
Frontier Daily, 6 September: Chile losses, gains in Ecuador, Pakistan, Gabon
6 Sep 2023
Tellimer Research
6 Sep 2023
Frontier Daily, 6 September: Chile losses, gains in Ecuador, Pakistan, Gabon
Marc to Market
US Dollar Punches Higher
5 Sep 2023
Marc to Market
5 Sep 2023
US Dollar Punches Higher
BancTrust & Co.
BancTrust & Co. Africa Daily Comments 28 August 2023
28 Aug 2023
BancTrust & Co.
28 Aug 2023
BancTrust & Co. Africa Daily Comments 28 August 2023
The Emerging Markets Investor
The Persistent Decline of Latin American Competitiveness
25 Aug 2023
The Emerging Markets Investor
25 Aug 2023
The Persistent Decline of Latin American Competitiveness
Tellimer Research
BRICS enlargement sounds dramatic – it is not
24 Aug 2023
Tellimer Research
24 Aug 2023
BRICS enlargement sounds dramatic – it is not
Tellimer Research
Brazil fiscal framework shows Lula not so profligate and can work with congress
23 Aug 2023
Tellimer Research
23 Aug 2023
Brazil fiscal framework shows Lula not so profligate and can work with congress
Tellimer Research
EM disinflation and real rates – screening for attractive opportunities
16 Aug 2023
Tellimer Research
16 Aug 2023
EM disinflation and real rates – screening for attractive opportunities
Marc to Market
Greenback Remains Firm, with Yen and Aussie Falling to New 2023 Lows
14 Aug 2023
Marc to Market
14 Aug 2023
Greenback Remains Firm, with Yen and Aussie Falling to New 2023 Lows
Stephen Elgie: EM FX Macro
Turbulence and opportunity in EM FX
11 Aug 2023
Stephen Elgie: EM FX Macro
11 Aug 2023
Turbulence and opportunity in EM FX
BancTrust & Co.
BancTrust & Co. LAC Daily Comments 10 August 2023
10 Aug 2023
BancTrust & Co.
10 Aug 2023
BancTrust & Co. LAC Daily Comments 10 August 2023
Tellimer Research
Why the IMF says EM currencies are undervalued and the dollar is overvalued
8 Aug 2023
Tellimer Research
8 Aug 2023
Why the IMF says EM currencies are undervalued and the dollar is overvalued
Franklin Templeton
Emerging Markets Insights: Fund flows improving
7 Aug 2023
Franklin Templeton
7 Aug 2023
Emerging Markets Insights: Fund flows improving
Tellimer Research
Brazil: 50bps cut sparks worst FX losses since September undermining carry trade
4 Aug 2023
Tellimer Research
4 Aug 2023
Brazil: 50bps cut sparks worst FX losses since September undermining carry trade
Marc to Market
Markets Remain Unsettled, Bonds and Stocks Retreat, Dollar Gains Ahead of BOE
3 Aug 2023
Marc to Market
3 Aug 2023
Markets Remain Unsettled, Bonds and Stocks Retreat, Dollar Gains Ahead of BOE
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Kenya: Restructuring concerns and fiscal slippage weigh on bonds
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Romania's new fiscal reforms hope to ensure seamless EU funding
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Ukraine: Q2 growth print keeps GDP warrants on track
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Sri Lanka: IMF review delayed by revenue shortfalls and financing assurances
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Eastern Europe EM's equity vulnerable after rallying despite Russia-Ukraine War
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