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RUB 10Y (RRSWM10 CURNCY)
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bearish
•
US Treasury (10 Yr Generic)
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08 Mar 2022 23:07
EM Rates Detach from the US Amid Russian Contagion
The spread of EM rates to the US is at its widest in a decade but it should remain that way as long as rates volatility remains high, given the...
Gautam Jain, PhD, CFA
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246 Views
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bearish
•
RUB 10Y
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25 Feb 2022 00:03
Risks to Russian Bonds from Escalating Sanctions
With new sanctions on the way, the risks to Russian bonds have increased. I list the possible risks for holders of Russian bonds under different...
Gautam Jain, PhD, CFA
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332 Views
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bullish
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BRL
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18 Feb 2022 23:08
A Hump and a Kink in Brazil’s Yield Curve
I expect the hump and kink in Brazil's curve to get more pronounced as more rate cuts and a higher risk premium is priced, which should lead to a...
Gautam Jain, PhD, CFA
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333 Views
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bullish
•
CLP 5Y
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10 Feb 2022 00:54
An Update on High Conviction 2022 Thematic Rate Curve Steepening Trades in EM
Revisiting my thematic recommendation for 2022, EM rate curves should start steepening as ex-Asia they are ahead of DM in rate-hiking cycles and...
Gautam Jain, PhD, CFA
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228 Views
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bearish
•
COP 10Y
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27 Jan 2022 23:46
In an Environment of Rising Rates, Colombia 10y Local Rate Is a Good Short
I like paying Colombia 10y as the political risk premium should increase going into the presidential election in May based on similar episodes in...
Gautam Jain, PhD, CFA
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184 Views
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