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....
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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...
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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...
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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...
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Dollar's Fuel and Struggle in Asia - These Are the Currencies to Short into the Next USD Push
DXY struggle to chisel out the final up leg to form an intermediate top in our 97+ zone. We have been staunch dollar bulls from early 2018 with a...
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