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Still In Consolidation Mode

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Adviser To Lula Expects 2023 Spending Boost

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  • The positive surprise in inflation in Poland, with CPI surging to 7.7% In November (vs. 7.3% exp.), has pushed Poland LT real yields to new historical lows.
  • Poland currently offers the second lowest real yield among the EM world (after China, PPI adjusted), with a 10Y real yield current standing at -4.4%.
  • The chart below ranks the 10Y real yields among the most liquid EM economies, adjusted by CPI inflation.
  • China (adj. by PPI) remains at the bottom of the League following the surge in PPI inflation in the past few months, currently offering a 10Y real yield of -10.6%.
  • At the top of the League, we still find South Africa currently offering a 10Y real yield of 5.2%.

Source: Bloomberg/MNI