Rates 10y Dashboard: In Which Countries Is the Rates Carry Sufficient for the Volatility?
In this note, we assess in which countries in EM is the carry in 10y rates high enough for the current volatility and in which countries it is not.
321 Views
Rates 10y Dashboard: Is the Correlation of EM with US Curve Steepening Re-Emerging?
With the US rates curve continuing to steepen, we address what it means for EM. To summarize, we expect differentiation among EM with some curves...
332 Views
Rates 10y Dashboard: Rates Volatility Going into FOMC Meeting
We assess the risks to US and EM rates along with broad financial markets going into the FOMC meeting by looking at rates volatility.
194 Views
Rates 10y Dashboard: Higher Inflation Means Another Rate Hike in Turkey
A rate hike at the upcoming MPC meeting in Turkey is likely as inflation expectations are unanchored. Attached is our daily Rates 10y Dashboard...
221 Views
Rates 10y Dashboard: Limited Impact on China’s Rates of US Sell-Off
In this note, we discuss the low volatility and correlation of China's rates with US Treasuries. Attached is our daily Rates 10y Dashboard that...
322 Views