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August 2018
Deciphering EM rate expectations
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July 2018
Asia growth slowdown: six reasons why a growth slowdown lies ahead
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Over time, DEFCON has seeped into the public lexicon where it’s been used to talk ... [Read more]
DEFCON 4: Financial Risks are Rising. Vigilance Should, Too
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June 2018
No anesthesia: Asia’s giant accepts reform pain in exchange for sustainability
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What are the five key drivers for Latin America FX in H2 2018?
As banks savor the possibility of deregulation, many are anticipating a ramp up in new ... [Read more]
May 2018
Unintended Consequences: How Deregulation Could Lead to Credit Risk
Upcoming presidential elections in Brazil will continue having a key role in local asset prices ... [Read more]
Brazil: What is currently priced in? (Presidential election edition)
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Liability Driven Investment (LDI) has been one of the dominant trends in UK Defined Benefit ... [Read more]
April 2018
The Age of Peak LDI
From 2014 to the summer of 2017, rate spreads did a good job of explaining ... [Read more]
February 2018
Five reasons why US bond yields are no longer driving the US dollar
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January 2018
Global Economic Outlook 2018
Economics: We expect Asia’s sweet spot of solid growth, strong capital inflows, tame inflation and ... [Read more]
December 2017
Asia Economic Outlook 2018
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Rising interest rates present challenges for both investors and corporates. However, there is a variety ... [Read more]
November 2017
Get ready for rising rates