Rates 10y Dashboard: Which Countries Are Most and Least Correlated with the US?
We go over the correlation of 10y rates in EM countries with the US 10y to identify those that are the best if the sell-off in US rates resume and...
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Rates 10y Dashboard: EM Long-End Rates Relink with US Rates
In this note, we show that the beta of EM rates to US rates has picked up in recent days as EM rates have gone from outperforming to...
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Rates 10y Dashboard: Our Trade Recommendations in the Aftermath of Last Week’s MPC Meetings
In this note, we go over the impact of last week's MPC meetings in Mexico, South Africa, and Colombia on our trade recommendations in these countries.
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Rates 10y Dashboard: Mexico’s Curve Has Started to Bearish Flatten
We discuss the bearish flattening of Mexico's rates curve ahead of the monetary policy meeting tomorrow and argue that the flattening should continue.
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Rates 10y Dashboard: Eventful MPC Meetings Coming Up
We discuss our views on three critical upcoming MPC meetings in EM. While none of the three are expected to make any changes in policy rates just...
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