Rates 10y Dashboard: Take Profits on Colombia 2s5s Flattener
We recommend taking profits on our 2s5s rate curve flattening recommendation in Colombia. We expected the short end to move higher as the central...
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Rates 10y Dashboard: Rising Sensitivity of EM Rates to the US
When we compare the current sell-off in EM rates with the 2013 Taper Tantrum and the one earlier this year when US rates sold off similarly, we...
216 Views
Rates 10y Dashboard: EM 2s5s Slopes Continue to Normalize
EM curves have been normalizing with US long-end rates staying in a narrow range since early July, even after the tapering signal from the Fed...
301 Views
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...
230 Views
Rates 10y Dashboard: YTD Leaders and Laggards Among EM 10y Rates
We connect the best and worst performers among 10y rates in EM countries with their volatility-adjusted yields, allowing us to identify those that...
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