Exclusive interviews with leading policymakers that convey the true policy message that impacts markets.
Reporting on key macro data at the time of release.
Real-time insight on key fixed income and fx markets.
- 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.
- About Us
Nordea note that "EM is slowly starting to acknowledge the message from the Fed with regards to reflation. USD/BRL, USD/ZAR and other EM-pairs moved swiftly lower towards the end of last week and there is potentially a SOLID catch-up trade in the making in the EM-space. EM FX is still running 12-13% behind G10 FX versus the USD and now you even have Fed Chair Powell's backing for such a trade. What is not to like? We prefer a basket of USD/ZAR, USD/BRL and USD/INR as the EM catch-up case!"