Rates 10y Dashboard: Positioning Supports Long End of Mexico
We expect long-end rates in Mexico to perform well and show that the technical backdrop is supportive with the drop in foreign positions over the...
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Rates 10y Dashboard: LatAm Rates Lag Asia Even When Adjusted by Beta
In this note, we discuss the underperformance of 10y rates in Latin America versus Asia and make the case that if the volatility of US rates...
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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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