Macro April 15, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Politics vaccines, editorial, covid-19 Teneo Macro ( 4 mins) Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges... Read More...
April 1, 2021 Crunch time for Singapore Dollar and Renminbi Singapore, China, Emerging Markets, FX, Global SGD, RMB Olivier Desbarres ( 15 mins) We estimate that the USD-value of central bank FX reserves – adjusted for currency-valuation effects – in China, India, Indonesia,... Read More...
March 5, 2021 US and UK: The Comeback Kids Big Picture, UK Economics, Emerging Markets, US ( 9 mins) The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with... Read More...
March 19, 2021 EM currencies: Central bank friends and foes Emerging Markets, FX, US EMFX, USD Olivier Desbarres ( 12 mins) The Fed updated “dot-chart” of all FOMC members’ expectations of the appropriate policy rate points to only an incrementally less... Read More...
Press Reports March 16, 2021 Local reports of Russia/Ukraine armed tensions continue Emerging Markets, Politics, Russia, Ukraine ( 3 mins) Original Press Release in Ukranian Machine English Translation: Summary of the press service... Read More...
March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil ( 5 mins) Recommended Open And Closed Trades I have not put out... Read More...
Africa April 1, 2021 COTE D’IVOIRE: Implications of Gbagbo’s pending return Cote d'Ivoire, Emerging Markets, Politics Malte Liewerscheidt ( 3 mins) On 31 March, the International Criminal Court (ICC) upheld its earlier acquittal of former president Laurent Gbagbo (2000-2010) and his... Read More...
Africa March 15, 2021 COTE D’IVOIRE: Succession uncertainty by design Cote d'Ivoire, Emerging Markets, Politics Malte Liewerscheidt ( 3 mins) Prime Minister Hamed Bakayoko’s death from cancer last week leaves his successor Patrick Achi in pole position to take up... Read More...
Macro April 19, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Politics editorial Teneo Macro ( 7 mins) The US-led global climate summit will take place this week. International efforts to reduce tensions between Russia and Ukraine will... Read More...
Macro April 12, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Politics editorial Teneo Macro ( 9 mins) Chinese vaccines are in the spotlight. Japan’s PM will visit US President Joe Biden. The race for the Merkel succession... Read More...
