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: 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.
180 Views
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...
154 Views
Rates 10y Dashboard: In Which Countries Is the Rates Carry Sufficient for the Volatility?
In this note, we assess in which countries in EM is the carry in 10y rates high enough for the current volatility and in which countries it is not.
305 Views
Rates 10y Dashboard: Rates Volatility Going into FOMC Meeting
We assess the risks to US and EM rates along with broad financial markets going into the FOMC meeting by looking at rates volatility.
181 Views