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South African Reserve Bank resists temptation to cut

Tellimer Research Patrick Curran @ Tellimer Research
Patrick Curran @
Tellimer Research
21 January 2021

Turkey central bank opts to wait and see

Patrick Curran 21 January 2021

Sudan: Debt relief has never looked closer

Stuart Culverhouse 21 January 2021

Nigeria in 2021: Navigating murky waters

Janet Ogunkoya 21 January 2021

Debt sustainability index: Countries at the highest risk of debt distress

Patrick Curran 20 January 2021
Latest articles in Global

Russian budget: modest deficit leaves fiscal room for 2021

The Russian finance ministry reported its preliminary estimate of the federal budget deficit for 2020 at RUB4.1tr, or 3.8% GDP, which is smaller than the RUB4.6tr (4.2% of GDP) deficit we anticipated due to better-than-expected revenue collection and...
ING Think
ING Think 21 January 2021
Russian budget: modest deficit leaves fiscal room for 2021
Russian budget: modest deficit leaves fiscal room for 2021

South Africa resists temptation to cut rates

Today, theSARB’s Monetary Policy Committee (MPC)opted to hold rates at 3.5%, with three members voting to hold versus two who preferred a 25bps cut (the same split as the last meeting on 19 November). The government has initiated another "Level 3" lo...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
South African Reserve Bank resists temptation to cut
South African Reserve Bank resists temptation to cut

Russia: Corporates are back to foreign debt redemption

The Bank of Russia released its first estimateof the foreign debt as of year-end 2020, which gives additional cover to the general balance of payments data we covered earlier. In 2020, the composition of the net private capital outflow from Russia ch...
ING Think
ING Think 21 January 2021
Russia: Corporates are back to foreign debt redemption
Russia: Corporates are back to foreign debt redemption

ECB: Holistically determined

As expected, the European Central Bank, left all policy instruments unchanged and its official communication was almost a verbatim copy of the December communication. Key in this decision are what the ECB calls “preserving favourable financing condit...
ING Think
ING Think 21 January 2021
ECB: Holistically determined
ECB: Holistically determined

Turkey central bank opts to wait and see

Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 21 January 2021
Turkey central bank opts to wait and see
Turkey central bank opts to wait and see

Sudan: Debt relief has never looked closer

There is now real momentum in the international community towards normalising Sudan’s relationship with the West, and the ultimate prize of securing heavily indebted poor countries (HIPC) debt relief, two years after the ousting of long-time ruler Pr...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 21 January 2021
Sudan: HIPC debt relief to offer upside on defaulted paper
Sudan: HIPC debt relief to offer upside on defaulted paper