Russia: US Sanctions Are Not The Main Reason for Rouble Rout
An unexpected “hawkish” comment by Fed Chair Powell following the July Fed policy meeting jolted global markets out of complacency. President...
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Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
717 Views
Russian Assets to Benefit from Higher Oil Prices and Busy US Congressional Agenda
The recent softening of the Fed’s monetary stance and hopes that the US and China should reach a new trade agreement in March have boosted demand...
423 Views
Ukraine Is About to Secure New IMF Loan. But Markets Remain Nervous, and for a Good Reason
Tensions in the Azov Sea are calming down after US President Trump cancelled his meeting with Russian President Putin at the G-20 summit in Buenos...
519 Views
South Africa: Rand Depreciation and Underperformance
1. ZAR outright swaps expected to be paid, with a stabilization of the curve: ZAR outright swaps 2 & 5y should be paid by 135bps to...
444 Views