Rates 10y Dashboard: Bucking the Trend in the Rest of EM, Turkey Looks Set to Cut Rates
Turkey's central bank is set to cut the policy rate either at the upcoming meeting on Thursday or in October at the latest, in our view. If it...
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Rates 10y Dashboard: EM-US 10y Spread Close to the Widest in a Decade
With US yields rallying following the CPI data, the spread of EM rates to the US widened further. We continue to find a diversified basket of EM...
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Rates 10y Dashboard: Higher Risk Premium in EM Rates Than in EM FX to Persist
After moving together earlier this year, the correlation between EM rates and FX has broken with restrictive monetary policies combined with...
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Rates 10y Dashboard: Colombia’s Rate Curve Should Continue to Flatten
The upside inflation surprise in Colombia should lead to the central bank raising the policy rate at the next MPC meeting, which should continue to...
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Rates 10y Dashboard: Which Countries Are Outliers Within EM Rates This Year?
Looking at the beta-adjusted performances of rates in EM countries corroborates our earlier findings that EM has lagged the US and LatAm rates have...
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