Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
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- Emerging MarketsEmerging Markets
Real-time insight of emerging markets in CEMEA, Asia and LatAm region
- MNI ResearchMNI Research
Actionable insight on monetary policy, balance sheet and inflation with focus on global issuance. Analysis on key political risk impacting the global markets.
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- EM financials, which has been strongly supported in the current risk on environment (with USD weakness), struggle to break above the 351.28 resistance, which corresponds to the 61.8% of the 224.27- 429.79 range (2018/2021 range).
- Main risk for equities in the short run: governments delay the global reopening, increasing uncertainty for next winter, which could push preference for 'safe' assets such as US bonds and USD.
- Another risk for cyclical stocks is the sharp contraction in Chinese liquidity.