Emerging markets debt: Clouds of political uncertainty set to lift
Fast reading In February, Bola Tinubu was declared the winner of Nigeria’s closely contested election. While the president-elect faces a range of economic challenges, improvements in Nigeria’s external accounts from the opening of the Dangote oil refinery provide cause for optimism. Parliamentary and presidential elections are scheduled to take place in Turkey on 14 May, […]
Outlook for China: When one door opens…
Fast reading: The abandoning of China’s strict zero-Covid policy late last year and the announcement of a range of stimulus measures should drive a resurgence in outbound travel, an easing of global supply-chain pressures, and an increase in growth both domestically and more widely. Owing to its size and rapid development, China had been a major […]
Direction of rates hangs over equities rebound
Market snapshot
Fiorino: Many banks, multiple outcomes
Anything can happen. Or, according to one interpretation of quantum mechanics, everything that can happen, does happen. The so-called ‘many worlds’ postulate, first floated in the 1950s by then US physics PhD student, Hugh Everett III, resolves a fundamental enigma of the ‘wave function’ – the mathematical expression of how a quantum system, such as […]
Extinguishing the flame: Has inflation peaked?
market snapshot
European stocks rally as recession fears recede
market snapshot
Fixed income rebounds on expectations inflation has peaked
market snapshot
ABS issuance: Why so low?
Chart of the month
Brasília riots add to investor caution over Brazil
market snapshot
Emerging markets set to turn a corner?
Fast reading: Amid tech crackdowns, a struggling property sector and the fallout from its zero-Covid policy, China had a tough 2022. Will the country’s fortunes improve in 2023? Amid big hikes by the US Federal Reserve, the strong US dollar cast a long shadow over financial markets last year. How might dollar strength impact emerging […]
