Archive
EMDEs
+1
Jun 11, 2024
•
12 min read
The Geopolitics of Sovereign Debt
EMDE sovereign borrowers walk a tightrope in the fragmented creditor landscape
Macro
+2
Jun 3, 2024
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11 min read
South Africa enters uncharted waters
The ruling ANC party loses its parliamentary majority for the first time in the post-apartheid era
Macro
+2
May 20, 2024
•
12 min read
Tracking sovereign stress in 45 emerging markets
The most-at-risk-country won't come as much of a surprise
Macro
+2
May 6, 2024
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11 min read
EM is ahead of DM in the global credit cycle
Amid negative credit gaps everywhere, inflections mostly in EM
FX
+3
Apr 25, 2024
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10 min read
Are markets underpricing geopolitical risks?
Oil prices have actually declined in the wake of Iran-Israel
