Ukraine

Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses

Frontier Daily, 14 September: Mozambique rally; Pakistan, Azerbaijan losses

Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq

G20 summit: India’s diplomatic spectacle versus real impact

Frontier Daily, 8 September: Belarus, Azerbaijan losses, Ecuador, Georgia gains

Frontier Daily, 1 September: El Salvador extends rally, losses in Ukraine, Gabon

The US Must Not Personally Humiliate Putin

Russia's overseas military operations to continue as before

Frontier Daily, 25 August: Turkey surprise rate hike rally, Kazakhstan cuts

The Russia Sanctions Are Working

EM disinflation and real rates – screening for attractive opportunities

Frontier Daily, 15 August: China cuts, Russia hikes, Argentina sell-off

Frontier Daily, 14 August: Ecuador and Ukraine rally, Argentina primaries upset

Frontier Daily, 11 August: ECOWAS mobilises forces, EM OAS down but US 10yr up

Sovereign default update: More of a ripple than a wave

Dollar Comes Back Bid

Frontier Daily, 2 August: High yield and long end leads EM spread widening

What we got right so far in 2023 and what we got wrong

Frontier Daily, 1 August: Distressed bond rally, Ghana up 6.6%, EM FX weaker

Frontier Daily, 31 July: Argentina IMF deal, Chile cuts, MENA eurobond losses

Frontier Daily, 28 July: CBRT shake up, EM OAS down after key DM rate decisions

Ukraine central bank cuts rates as post-war policy normalisation begins

Fed hikes by 25bp while Bank of Mozambique holds

Egypt: Current account deficit falls sharp 61% y/y to USD 5.3bn in Jul – Mar 2022/23

The Commodities Feed: Supply risks grow