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• The lull in tensions over Iranian oil driven by Strait of Hormuz negotiations is overshadowed by the resumption of the trade war waged by Washington against Canada and China.• Economic activity i...
Explore the evolving emerging market debt universe, its key segments, and how sovereign and corporate bonds can enhance fixed income portfolios.
For two decades, the United States consumed and China built. That division of labor has not merely evolved — it has inverted. The investment map drawn for the early 2000s no longer describes the ne...
For decades, European defence budgets were treated as a discretionary line item, a peace dividend to be spent elsewhere. Russia's invasion of Ukraine broke that assumption. The ensuing years featur...
Bessent flags more long-end UST intervention; Iran's tone turns pragmatic. Ratings skew positive: Pakistan to B3, Kazakhstan to BBB, Poland A- negative. Egypt holds at 19%; South Africa CPI eases t...
Weak US CPI, PPI and sales cut Fed hike bets; UST curve steepened; China data soft; Korea deregulated, Vietnam kept BB+; Nigeria's oil and a Saudi-Türkiye-Pakistan pact dominated.
With the region facing a heavy cost of reconstruction, GCC project bonds may become one of the faster-growing corners of EM fixed income and potentially could serve as a contributor to alpha genera...
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