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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Real-time insight of emerging markets in CEMEA, Asia and LatAm region
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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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- We have recently seen that the surge in Covid cases in some of the 'low' vaccinated countries have pushed governments to reintroduce new restrictions to limit the downside risks (i.e. Latvia, Czech Republic).
- Leaders of the CEE region for instance have repeated several times that governments may have to take 'drastic' steps in case the situation continues to deteriorate.
- As governments have been constantly criticized over the poor management of the Coronavirus pandemic (last winter / spring) in that region, leaders will be more 'risk averse' this time to avoid losing popularity.
- Hence, uncertainty over the economic outlook has been surging as we approach the winter season, and therefore central banks may need to flood the market with another round of liquidity to support the economies.
- It is interesting to see that Bitcoin has experienced a significant appreciation this month, up nearly $25,000, breaking above its April all-time high of $64,869.80 this week following listing of first ETF.
- Despite the strong criticism by governments and major institutions on the fundamental value of cryptocurrencies, Bitcoin keeps resurging to new all-time highs after periods of sharp consolidation.
- Is the Bitcoin market already pricing in more liquidity injected by central banks for this winter?