Demographic forces bound to affect sovereign ratings and development By Ed Parker Demographic trends may be slow-moving and predictable, but they are already adversely affecting countries’ economic performance, public finances…
‘Data dependent’ FOMC will delay raising rates with hawkish skip By Mark Sobel With the latest episode in the destructive US debt ceiling farce now over, the financial commentariat can…
Should SSA and sovereign markets be grouped together? By Burhan Khadbai There is an argument that grouping all European sovereign, supranational and agency debt as one would boost the availability…
India poised between global clout and looming domestic threats By Arunima Sharan India soars as the fifth largest economy in the world, surpassing Germany, Japan and the UK. However, a…
May FOMC meeting could be a relatively quiet affair By Mark Sobel The Federal Open Market Committee meeting on 2-3 May is surprisingly shaping up as a relatively quiet affair.…
Hapless Sunak beset by twin crises By Meghnad Desai Two great crises have converged on the British economy. Squeezed in the middle is the hapless figure of Rishi Sunak, the…
Public investor outlook looks brighter than 2022 By Massimiliano Castelli and Philipp Salman 2022 was a very difficult year for public investors as interest rates soared globally and stock prices…
Incentives key to keeping primary dealership model sustainable By Burhan Khadbai Looking at ways to add incentives is crucial for sovereign debt management offices to ensure the primary dealership is…
Powell may need to rein markets in at FOMC meeting By Mark Sobel With a plethora of improved inflation data and softening real indicators, markets are scaling back expectations about…
• FOMC signals slower rate rises ahead, fuelling rally in equities • Oil prices ease, as COVID retains its tight grip on China • Dollar on the wane as sterling recovery continues • B&Q boosted by consumers…
HIGHLIGHTS November 23 2022 Global Markets Oil prices rose favored by improved risk sentiment ahead of today’s November FOMC minutes, and European natural gas futures ended higher yesterday for the third…
Stocks lift after retail stocks show resilience on Wall Street helping buoy wider markets. The Federal Open Market Committee minutes will be closely watched for inflation and interest rates guidance.…
Fed’s focus must be the US, not global economic stresses By Mark Sobel Questions are increasingly being raised about whether the Federal Reserve should be kinder and gentler in its…
HIGHLIGHTS November 3 2022 Global Markets As widely expected, the FOMC delivered yesterday a fourth consecutive 75bps rate hike. The post-meeting statement opened the door to a potential downshift in…
HIGHLIGHTS October 7 2022 Global Markets Ahead of today’s US non-farm payrolls report for September, UST yields moved higher and the DXY USD index strengthened further, after further hawkish comments…
HIGHLIGHTS September 19 2022 Global Markets All eyes this week are on the two-day FOMC policy meeting which concludes on Wednesday, with investors pricing-in fully a 75bps rate hike. Turning to…
HIGHLIGHTS July 27 2022 Global Markets USTs were little changed on the day and futures point to a positive open for Wall Street ahead of the conclusion of the FOMC’s…
ECB to design new anti-fragmentation instrument By Lewis McLellan The return of inflation and a backdrop of rising rates have led to a rapid widening of European government bond spreads.…
Financial relations between Italy and Europe Thursday 26 May, Roundtable Luigi Disanto, director general for European financial relations, Ministry of the Economy and Finance, Italy, discusses the economic implications of…
Gender balance in the financial sector Thursday 28 April, Broadcast The OMFIF Sustainable Policy Institute is launching the ninth edition of the Gender Balance Index. The report tracks the presence…
Gender balance in the financial sector Thursday 28 April, Broadcast The OMFIF Sustainable Policy Institute is launching the ninth edition of the Gender Balance Index. The report tracks the presence…
THE WEEKEND REVIEW Latest opinion and analysis from OMFIF around the world 14-18 March 2022, Vol.13 Ed.11 Most-read Commentary How the ECB can improve its communications:Â As the European Central Bank approaches its first…
GLOBAL & REGIONAL DAILY (Monday, March 14, 2022) GLOBAL & REGIONAL DAILY HIGHLIGHTS March 14 2022 Global Markets Glimmers of hope on some progress in Russia-Ukraine peace talks boost risk-on…
Clear communication key as Berlin wrangles with economic direction Thursday 17 February 2022 – Vol.13 Ed.7.4 Commentary: Competing Berlin economic players stretch Scholz’s big tent By David Marsh and Mark Sobel…
Year of Hobson’s choice: UK recession is inevitable, January FOMC critical opportunity for Fed, and more THE WEEKEND REVIEW Latest opinion and analysis from OMFIF around the world 17-21 January 2022, Vol.13 Ed.3…