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Tellimer Research
Frontier Daily, 3 October: US 10y causes more EM pain, BOLIVI '28s down 6.6%
3 Oct 2023
Tellimer Research
3 Oct 2023
Frontier Daily, 3 October: US 10y causes more EM pain, BOLIVI '28s down 6.6%
Tellimer Research
Frontier Daily, 26 September: Sell-off on 10bps US 10y spike, Mongolia rally
26 Sep 2023
Tellimer Research
26 Sep 2023
Frontier Daily, 26 September: Sell-off on 10bps US 10y spike, Mongolia rally
Vermilion Research
Premium
Vermilion Short Shots: Technically Vulnerable Stocks
22 Sep 2023
Vermilion Research
22 Sep 2023
Premium
Vermilion Short Shots: Technically Vulnerable Stocks
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
Tellimer Research
Frontier Daily, 8 September: Belarus, Azerbaijan losses, Ecuador, Georgia gains
8 Sep 2023
Tellimer Research
8 Sep 2023
Frontier Daily, 8 September: Belarus, Azerbaijan losses, Ecuador, Georgia gains
Marc to Market
The Dollar and Oil Steady After Yesterday's Advance
6 Sep 2023
Marc to Market
6 Sep 2023
The Dollar and Oil Steady After Yesterday's Advance
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
Tellimer Research
Frontier Daily, 5 September: Venezuela up 20.9% since our Buy, EMFX losses
5 Sep 2023
Tellimer Research
5 Sep 2023
Frontier Daily, 5 September: Venezuela up 20.9% since our Buy, EMFX losses
Tellimer Research
Frontier Daily, 30 August: Gabon coup, Ghana restructuring, Latin America gains
30 Aug 2023
Tellimer Research
30 Aug 2023
Frontier Daily, 30 August: Gabon coup, Ghana restructuring, Latin America gains
BancTrust & Co.
BancTrust & Co. LAC Daily Comments 29 August 2023
29 Aug 2023
BancTrust & Co.
29 Aug 2023
BancTrust & Co. LAC Daily Comments 29 August 2023
Tellimer Research
Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses
24 Aug 2023
Tellimer Research
24 Aug 2023
Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses
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
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
Frontier Daily, 8 August: EM flat, with lower US 10yr offset by LatAm-led losses
8 Aug 2023
Tellimer Research
8 Aug 2023
Frontier Daily, 8 August: EM flat, with lower US 10yr offset by LatAm-led losses
Tellimer Research
Frontier Daily, 4 August: EM slips further as US risk-free rates inch upwards
4 Aug 2023
Tellimer Research
4 Aug 2023
Frontier Daily, 4 August: EM slips further as US risk-free rates inch upwards
Tellimer Research
Chile: First rate cut of cycle sees FX losses & further unwinding of carry trade
1 Aug 2023
Tellimer Research
1 Aug 2023
Chile: First rate cut of cycle sees FX losses & further unwinding of carry trade
Tellimer Research
Rate cuts in EM: Who else cuts after Chile and with what risk?
1 Aug 2023
Tellimer Research
1 Aug 2023
Rate cuts in EM: Who else cuts after Chile and with what risk?
Tellimer Research
Frontier Daily, 31 July: Argentina IMF deal, Chile cuts, MENA eurobond losses
31 Jul 2023
Tellimer Research
31 Jul 2023
Frontier Daily, 31 July: Argentina IMF deal, Chile cuts, MENA eurobond losses
Tellimer Research
China up but so are Oil, Rice, Wheat: Emerging-Frontier Equity Monthly – July
31 Jul 2023
Tellimer Research
31 Jul 2023
China up but so are Oil, Rice, Wheat: Emerging-Frontier Equity Monthly – July
Tellimer Research
Tellimer's top picks: August 2023
31 Jul 2023
Tellimer Research
31 Jul 2023
Tellimer's top picks: August 2023
Stephen Elgie: EM FX Macro
EM FX Macro: H2 Outlook – US Goldilocks and the China bears
28 Jul 2023
Stephen Elgie: EM FX Macro
28 Jul 2023
EM FX Macro: H2 Outlook – US Goldilocks and the China bears
ING Think
Geopolitics, policy and sustainability to forge new electric vehicle partnerships
26 Jul 2023
ING Think
26 Jul 2023
Geopolitics, policy and sustainability to forge new electric vehicle partnerships
Tellimer Research
Peru protests again – Chile is a cheaper, less risky copper peer
19 Jul 2023
Tellimer Research
19 Jul 2023
Peru protests again – Chile is a cheaper, less risky copper peer
BancTrust & Co.
BancTrust & Co. LAC Daily Comments 18 July 2023
18 Jul 2023
BancTrust & Co.
18 Jul 2023
BancTrust & Co. LAC Daily Comments 18 July 2023
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