6 key things to know about the financial world right now
Recent market turmoil has been troubling, to say the least. So where are we? And where are we headed? We have some answers
The discount for angst deepens in rates markets
Curve inversion equals pain. The manifestation of that pain is typically a recession, and the antidote is (eventual) rate cuts. A lot of this is now being…
EM Credit Supply: Lightning start to year but slowdown begins
EM sovereign issuance has started 2023 at a record pace, driven by the CEE region and higher-rated countries. We expect a slower pace for the rest of the…
Further spread tightening today as the significant inflow-induced squeeze in credit continues. We see room for widening and volatility, especially…
2023 is not going to be a great year for growth – the region's main external trade partners are all already in, or going into recession, and the…
Watch: US 10yr is eyeing 3%. So now what?
Asia week ahead: Trade and inflation reports
Momentum fades
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Mapping macro to markets
Asia's response to a more hawkish fed
A tricky week ahead
Asian markets settle as US nears election result
Asian markets positioning for blue wave
Stock futures up, bond yields up, Asian FX vs US up, oil up
Asia watches US nervously
Who voters in the US choose to support this week will have considerable repercussions for Asian economics and markets - contrary to what many argue
EMTA Asia 2020: Audience polls
The end of the week is near
Why financial markets' new exuberance is irrational
Markets - still happy
Asian MornING Bytes
Are university degrees still worth it?
