Rates 10y Dashboard: South Africa’s Rate Curve Set to Steepen
We expect South Africa's rate curve to steepen as recent riots have slowed the economic recovery, likely pushing rate hikes further out. We would...
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Alpha Bites: Monthly Trade Ideas Recap – Jun 2021
In our monthly trade ideas recap note, we list our current recommendations and discuss whether any need to be closed. We have made a total of 15...
192 Views
Rates 10y Dashboard: YTD Leaders and Laggards Among EM 10y Rates
We connect the best and worst performers among 10y rates in EM countries with their volatility-adjusted yields, allowing us to identify those that...
208 Views
Rates 10y Dashboard: South Africa’s Rising Breakeven Inflation
Given the rising inflation breakeven in South Africa, we expect short-end rates to rise gradually, which combined with the risk premium in the long...
286 Views
Alpha Bites: Monthly Trade Ideas Recap (May 2021)
In our monthly trade ideas recap note, we list our current recommendations and discuss whether any need to be closed. We have made a total of 12...
243 Views