Ukraine

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Tellimer Research
18 Sep 2023
Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses
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Tellimer Research
14 Sep 2023
Frontier Daily, 14 September: Mozambique rally; Pakistan, Azerbaijan losses
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Tellimer Research
11 Sep 2023
Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq
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Tellimer Research
9 Sep 2023
G20 summit: India’s diplomatic spectacle versus real impact
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Tellimer Research
8 Sep 2023
Frontier Daily, 8 September: Belarus, Azerbaijan losses, Ecuador, Georgia gains
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Tellimer Research
1 Sep 2023
Frontier Daily, 1 September: El Salvador extends rally, losses in Ukraine, Gabon
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Project Syndicate
30 Aug 2023
The US Must Not Personally Humiliate Putin
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Tellimer Research
29 Aug 2023
Russia's overseas military operations to continue as before
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Tellimer Research
25 Aug 2023
Frontier Daily, 25 August: Turkey surprise rate hike rally, Kazakhstan cuts
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Project Syndicate
22 Aug 2023
The Russia Sanctions Are Working
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Tellimer Research
16 Aug 2023
EM disinflation and real rates – screening for attractive opportunities
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Tellimer Research
15 Aug 2023
Frontier Daily, 15 August: China cuts, Russia hikes, Argentina sell-off
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Tellimer Research
14 Aug 2023
Frontier Daily, 14 August: Ecuador and Ukraine rally, Argentina primaries upset
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Tellimer Research
11 Aug 2023
Frontier Daily, 11 August: ECOWAS mobilises forces, EM OAS down but US 10yr up
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Tellimer Research
7 Aug 2023
Sovereign default update: More of a ripple than a wave
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Marc to Market
7 Aug 2023
Dollar Comes Back Bid
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Tellimer Research
2 Aug 2023
Frontier Daily, 2 August: High yield and long end leads EM spread widening
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Tellimer Research
2 Aug 2023
What we got right so far in 2023 and what we got wrong
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Tellimer Research
1 Aug 2023
Frontier Daily, 1 August: Distressed bond rally, Ghana up 6.6%, EM FX weaker
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Tellimer Research
31 Jul 2023
Frontier Daily, 31 July: Argentina IMF deal, Chile cuts, MENA eurobond losses
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Tellimer Research
28 Jul 2023
Frontier Daily, 28 July: CBRT shake up, EM OAS down after key DM rate decisions
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Tellimer Research
28 Jul 2023
Ukraine central bank cuts rates as post-war policy normalisation begins
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ETM Analytics
27 Jul 2023
Fed hikes by 25bp while Bank of Mozambique holds
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EmergingMarketWatch
25 Jul 2023
Premium
Egypt: Current account deficit falls sharp 61% y/y to USD 5.3bn in Jul – Mar 2022/23
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ING Think
25 Jul 2023
The Commodities Feed: Supply risks grow