Rates 10y Dashboard: Where in Asia Is Duration Risk Worthwhile?
We evaluate where in Asia would it be worthwhile to be long duration using carry, potential capital gains, and the correlation with the US as the...
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Rates 10y Dashboard: Which EM Countries Stand to Benefit if US Rates Vol Keeps Falling?
With US rates staying rangebound of late, we identify the EM countries whose long-end rates should outperform if US rates volatility continues to...
231 Views
Alpha Bites: Take Profits on Two Rates Recommendations
With Mexico's curve bear flattening, we use the opportunity to recommend taking profits on two of our rates trades recommendations: Mexico 5s10s...
339 Views
Rates 10y Dashboard: South Africa’s Rising Breakeven Inflation
Given the rising inflation breakeven in South Africa, we expect short-end rates to rise gradually, which combined with the risk premium in the long...
284 Views
Rates 10y Dashboard: EM Rates Are Underperforming the US
In contrast with history, EM rates have underperformed the US even as US rates volatility has come off, which is a fallout from the unprecedented...
192 Views