ENTITY

KRW 10Y (KWSWNI10 CURNCY)

8
Analysis
South Korea

12 May 2022 22:19

How Are Fed’s Rate Hikes Impacting EM?

I expect the volatility of rates to peak in the coming weeks, which should be supportive of the short ends of EM rate curves in Latin American and...

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03 Nov 2021 22:40

Flattening of Rate Curves in EM Far Exceeds the US

The recent rate curve flattening trend has allowed me to suggest taking profits on some of my trade recommendations but has hurt the steepening...

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bearishPEN
28 Oct 2021 00:32

Rates 10y Dashboard: Rally in Peru’s Rates Is Overdone

The recent shift towards the center by Peru's newly-elected president has caused the country's bonds to rally sharply. While a drop in risk premium...

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bearishKRW 10Y
09 Apr 2021 01:06

Rates 10y Dashboard: Korean Asset Swap Spreads Have Widened

We address the reasons behind the underperformance of South Korean bonds relative to interest-rate swaps and argue that further widening of the...

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13 Feb 2021 02:19

Rates 10y Dashboard: Mexican Rates Post MPC Decision

Attached is our daily Rates 10y Dashboard that identifies dislocations in EM 10y rates markets. In this note, we discuss the reaction of Mexican...

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