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All of the latest on what we're expecting for next week's central bank meetings for the Federal Reserve, the Bank of England and the National Bank…
As FX markets continue to trade in mixed fashion, we'll be keeping an eye out for next week's US quarterly refunding and FOMC meeting
Market positioning favours Poland, while Romania seems overcrowded after last year's significant inflow. On the sovereign rating side, we do not expect…
Despite the remaining fiscal risk, we expect a significant reduction in borrowing needs this year
The combination of a slightly lower government deficit and redemptions leads to a year-on-year decline in borrowing needs
We expect a 100bp cut, and here's why
FX markets should take the news in its stride that the Fed is not renewing an emergency bank lending programme
The dollar is softer and pro-cyclical currencies are following the yuan higher after news that China is preparing a CNY 2tn rescue package for the stock market
Borrowing needs will fall this year, meaning a lower supply of LCY bonds, but there is still a long way to go given the slow fiscal consolidation
In focus this week are central bank meetings around the world and fourth quarter US GDP
