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EEMEA Country Note - Hungary: monetary policy needs swift fiscal support

The underperformance of the HUF and HUF-denominated sovereign bonds is being driven by the macroeconomic policy mix and Hungary’s vulnerability to geopolitical risks. A fiscally generated liquidity glut is forcing the NBH to tighten mostly through....
UniCredit Dan
Dan Bucşa @ UniCredit 21 July 2022

EM sovereign bond issuance rose again in June amid market sell-off

EM hard currency sovereign bond issuance rose for the second month running to US$8.2bn in June, +11.2% from the previous month (after another 11% rise in May), based on our calculations using data from Bond Radar. However, the subdued start to the ye...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 5 July 2022
EM sovereign bond issuance rose again in June amid market sell-off
EM sovereign bond issuance rose again in June amid market sell-off

Economics Chartbook - Downside risks to growth building (3Q22)

Global: GDP growth will probably slow to 3.0% this year (previously 3.3%) and 2.8% next year (from 3.4%). Headwinds from the Russia-Ukraine conflict have combined with COVID-19 lockdowns in China to push inflation up further and slow the pace of econ...
UniCredit Marco
Marco Valli @ UniCredit 29 June 2022

OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

OPEC+ increased its output on 2 June but not by an amount that makes a meaningful dent in global supply. Should China demand growth snap back, in the event that Covid restrictions subside and policy stimulus come into effect, then oil prices could go...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 June 2022
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers
OPEC+ decision suits Saudi, US, Russia but no oil price relief for importers

The emerging market banks most vulnerable to rising cost inflation

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 June 2022
The emerging market banks most vulnerable to rising cost inflation
The emerging market banks most vulnerable to rising cost inflation

Sector Report - European Agencies & Supras: A comprehensive guide

A comprehensive guide: This Sector Report provides an overview of European agencies and supranationals, as well as non-European supras and the French EPIC/EPAs. It details business profiles and credit profiles – with strengths and weaknesses – an...
UniCredit Julian
Julian Kreipl @ UniCredit 2 June 2022