Search Results
Macro, FX & Rates, Economic Policy Research, Russia, Turkey, China, South Korea, India, US, Japan, Eurozone
Modern Monetary Theory for Emerging Markets and Russia: about monetary sovereignty, capital flows & economic
growth financing
Presentation with audio https://clc.to/_DcSGw (Russian)
Presentation without audio
subtitles=auto-generated (you can choose English subtitles)
Telegram review https://t.me/truevalue/511 (Russian
MMT for Emerging Markets and Russia
CEEMEA, Emerging Markets
Czech Republic - CNB to keep rates stable in H1, markets expect hints on timing of upcoming hikes
Turkey - MPC to hold policy rate on May 6, rate cuts may begin in Q3
Brazil - BCB likely to increase
Worsening year-end inflationary expectations favor monetary stability
Thailand - BOT likely to hold policy
Five Monetary Policy Developments in Emerging Markets
CEEMEA, Russia, Emerging Markets, Fiscal Policy
Surplus reflects low spending growth as govt withdraws fiscal stimuli
Revenues to increase, boosted
Russia: Budget 2022 targets 1% surplus; confirms commitment to fiscal prudence
Macro, FX & Rates, CEEMEA, Asia, Russia, Egypt, Czech Republic, Pakistan, Market research/Trading
Russia - In your story on the latest OFZ auction you say that large state-owned banks came to the rescue
Egypt - When do you expect JP Morgan Government Bond Index-Emerging Markets (GBI-EM) inclusion?
Pakistan - Was Shaikh a market friendly name? And was this always on the cards?
Wondering how this will impact Pakistan's intention to issue a Eurobond in the market today.
Five questions on Emerging Markets
Asia, India, Emerging Markets, Fiscal Policy
chunk of the revenue expenditure will go towards interest payments, which will rise 16.2% y/y
Gross market
issue green bonds to fund public sector projects to help reduce the carbon intensity of the economy
Fiscal
which was cut sharply from INR 1.75tn
The central bank will issue a digital currency in the next fiscal
India: FY23 budget sees strong capex push, govt stays focused on fiscal consolidation
Fixed Income, Macro, FX & Rates, CEEMEA, LatAm, Asia, Developed markets, Russia, Turkey, South Africa
China, Kazakhstan, Mongolia, Azerbaijan, Malaysia, South Korea, India, Indonesia, Pakistan, Eurozone, Market
Important macro and political developments in over 60 Emerging Markets over the last 24 hours.
Emerging Markets Morning Review - Feb 4
CEEMEA, LatAm, Asia, Emerging Markets
growth
INDONESIA - Bank Indonesia to keep key rate on hold well into 2022
ISRAEL - MPC to keep policy
rate at 0.10% on Nov 22
MEXICO - Increasingly hawkish CB is set to raise its policy rate by at least
sitting
ROMANIA - NBR may hike rate in Nov, as core inflation speeds, inflation expectations spike
RUSSIA
Friday
SOUTH AFRICA - Short-term inflation risks could force MPC's hand in November
TURKEY - Markets
BNM likely to stay on hold in November due to easing lockdown
PAKISTAN - MPC could gradually hike policy
rate by 75bps till Apr. 2022
PHILIPPINES - BSP likely to hold policy interest rate at 2.0% on Nov
Emerging Markets Central Bank Watch - Oct 2021
CEEMEA, Emerging Markets
Belarus - KGB works with Russia to prevent supposed coup, organisers detained
Bulgaria - Low fiscal
Five Emerging Market Developments - 19/04/2021
CEEMEA, Emerging Markets, Fiscal Policy
debt payments rise to UZS 14.3tn, external sources to account for bulk of financing needs
Risks to fiscal
manageable, but recent inconsistency of budget execution raises doubts
Authorities seem committed to fiscal
prudence, medium-term stabilisation conditional on implementation of new fiscal rule
FX & Rates, Finance, Russia, Rub
Pro Markets - ACI Russia возвращается в эфир после новогодних праздников!
Сегодня, в пятницу, в 18:00 с нетерпением ждем вас онлайн в Телеграм и Clubhouse ACI Russia
Pro Markets - ACI Russia 12.01.2024 "Что с рублём?.."
CEEMEA, Asia, Emerging Markets
Czech Republic - FIscal cost on child benefit
Hungary - Size of personal income tax refund in 2022
Five Emerging Markets Questions - Aug 2021
CEEMEA, Emerging Markets
of family and labour
Ukraine - President Zelensky invites Putin to meet in Donbass
Slovakia - Fiscal
Five Emerging Market Developments - 21/04/2021
CEEMEA, LatAm, Asia, Emerging Markets
CzechRepublic - CNB board supports gradual rate hikes, sees risks as inflationary - minutes
Chile - Fiscal
Five Emerging Market Developments - 02/07/2021
CEEMEA, Asia, Emerging Markets
Romania - PM designate Ciolos expectedly fails confidence vote on USR cabinet
Russia - CBR to raise
Five Emerging Market Developments - 20/10/2021
Derivatives, CEEMEA, Developed markets
In some sense, it became a certain disruptor for the traditional market and gives to private investors
Given the active shift of Russian citizens toward investment products, we expect the ETF industry to
ETF industry: Global trends and Prospects in Russia
Fixed Income, Macro, FX & Rates, CEEMEA, Russia, South Africa, Czech Republic, Romania, Market research
sovereign bond issuance in Albania, the structural deficit of the Czech Republic, economic risks in Russia
Emerging Markets Q&A Jan 18-22
CEEMEA, Emerging Markets
Five Emerging Market Developments
Report
CEEMEA, LatAm, Asia, Emerging Markets
Bulgaria - Incumbent President Rumen Radev wins presidential election with 66.7%
Ukraine - Russia
- BN wins landslide victory in Melaka state elections
Pakistan - IMF, govt reaches agreement on policies
Report
CEEMEA, LatAm, Emerging Markets
Russia - If the US were to sanction RUB-denominated debt issuance by state lenders, how would that impact
Turkey - With the fiscal turning out better than the government expected, how much can one assume the
CEEMEA, LatAm, Asia, Developed markets, Crypto & blockchain
First research on blockchain prediction markets includes three parts:
- Universal Model for Comparing
Prediction Markets
- Blockchain-based Prediction Market Oracles
- The Usage of Prediction Markets
Research of predictions markets