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Government Bonds/Interest Rates
Asia/Pacific
Taiwan: Key Sectors
Fears of a Taiwan Property Bubble Rise as Prices Surge
Will QE2 Push Taiwan to Impose Capital Controls?
Northeast Asia : Taiwan : Asia/Pacific : Markets : Currencies : Equity : Government Bonds : Government Bonds/Interest Rates :
China: Finance and Banking
China's April Lending Slows as Deposits Contract
Chinese Banks Report Record Earnings Raising Questions on Profitability
China : Northeast Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Credit : Government Bonds : Government Bonds/Interest Rates : Money Markets :
China: Fiscal Policy
China's Fiscal Stance in 2012: Proactive or Restrictive?
China's Local Government Debts: How Big and How Bad?
China : Northeast Asia : Asia/Pacific : Macroeconomy : Markets : Fiscal Policy : Government Bonds : Government Bonds/Interest Rates :
Europe
Sovereign Risk in the Eurozone
EU Summit: Leaders Sign the New Fiscal Compact Treaty
Spanish 10y Bond Yields Rise Above 6%, Again
Eurozone : Greece : Ireland : Italy : Spain : Europe : Markets : Fiscal Policy : Government Bonds : Government Bonds/Interest Rates :
Eurozone: Government Bonds
Diverging Intra-Eurozone Government Bond Spreads: Reflecting Credit or Liquidity Risk?
EU Governance: First Macro-Surveillance Report Under Six-Pack Legislation
Eurozone : Europe : Markets : Government Bonds : Government Bonds/Interest Rates :
Latin America
Venezuela: Bond Markets
How Much Public Debt Will Venezuela Issue? Can the Market Handle It?
Venezuela : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :
Uruguay: Bond Markets
Will Uruguay Achieve Investment Grade?
Uruguay : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :
Middle East and Africa
Dubai's Debts
Dubai World's Debt Restructuring Easing a Cloud Over Dubai?
How Strong are UAE (and GCC) Insolvency Regulations?
Gulf Cooperation Council : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Current Account : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Trade and External Balance :
MENA: Bond Market
MENA Bond Issuance Down in 2010: What Scope for 2011?
Bahrain's Fiscal Position Buoyed by Regional Support
Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Government Bonds : Government Bonds/Interest Rates : Trade and External Balance :
North America
Canada: Government Bonds
Canada : North America : Markets : Government Bonds : Government Bonds/Interest Rates :
Global Monetary System
Could the SDR Play a Larger Role in the International Monetary System?
Is There a Role for Gold in the International Monetary System?
United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :
The U.S. Municipal Bond Market
US Municipal Bonds:Jefferson County Bankrupt
Build America Bonds: Treasury Estimates $20 Billion Savings for Issuers
North America : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Monoline Insurance
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Auction-Rate Securities
United States : North America : Finance and Banking : Markets : Capital Market Intermediaries : Government Bonds/Interest Rates : Muni Bonds and Auction Rate Securities :
Market Strategy
Market Strategy
Mapping the Possibilities: Using Options to Derive Probability Distributions for Traded Markets
By Sep 9, 2011
Market Strategy
Reduced Tail Risk Allows Selective Risk On, Despite Unanswered Questions and Moral Hazard
By Jul 27, 2011
Market Strategy
States of Despair Part II: Labors of Sisyphus—EZ Sovereign and U.S. State Debt Woes
By Apr 14, 2011
Cross Asset Monthly
Cross Asset Model Portfolio: Rebalancing for More Inflation Protection
By Apr 4, 2011
Market Strategy
EZ Does It! Part 2: Radiating From EZ Ground Zero to Global Asset Classes
By Nov 24, 2010
Market Strategy
GLOBAL FINANCIALS QUARTERLY: QE2—A Reprieve for Deflation and Bank Earnings?
By Nov 23, 2010
Market Strategy
Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy
By Oct 25, 2010
Market Strategy
Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications
By Aug 2, 2010
Market Strategy
Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
By Jul 27, 2010
Market Strategy
Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June
By Jun 1, 2010
Market Strategy
Fixed Income: Relief Rallies European Bond Markets, But Now for the Hard Part
By May 10, 2010
Market Strategy
Fixed Income: Uncertainty Persists in EZ Periphery as Greek Curve Remains Volatile
By May 3, 2010
Economic Research
Economic Research
What’s on Nouriel’s Mind: Greece Should Default and Exit the Eurozone Through an Orderly Divorce Process
By May 14, 2012
Economic Research
What’s on Nouriel’s Mind: 12 Drivers of the Eurozone’s Slow-Motion Train Wreck
By May 1, 2012
Economic Research
All Washed Up in Washington: Key Takeaways From an Unscripted IMF Spring Meeting
By Apr 24, 2012
Economic Research
Global Economic Outlook Conference Call Replay: Better, But No Cigar
By Mar 26, 2012
Conference Call
Conference Call Replay: EZ Political Risks—Policy and Economic Implications; Navigating Stormy Waters
By Mar 13, 2012
Economic Research
Africa’s Balance Sheets: Strong for Now, But Don’t Ignore the Warning Signs
By Mar 8, 2012
Economic Research
What’s on Nouriel’s Mind: A Sweet Greek PSI Deal Transfers the Bulk of Future Losses to the Official Sector
By Mar 6, 2012
Global Economic Outlook
Greece Outlook: Immediate Disaster Thwarted, Growth Prospects Still Grim
By Mar 5, 2012
Global Economic Outlook
United States Outlook: Calmer Headwinds and Better Growth Prospects
By Feb 13, 2012
Europe Weekly
ECB Rate Cuts Delayed; Greek Deadline Worries; Turkish Credit Drought; Russian Disinflation Drivers; EZ Calendar
By Feb 10, 2012
Central Bank Watch
Central Bank Watch Focus: The Evolution of Emerging Market Monetary Policy
By Feb 9, 2012
Economic Research
What’s on Nouriel’s Mind: Swimming in Liquidity but No Safe Shore in Sight
By Feb 1, 2012
Europe Weekly
Greek PSI and the ECB; EZ Yield Curves; EZ PMIs; UK Double Dip; Hungarian Monetary Policy; EZ Calendar
By Jan 27, 2012
Conference Call
Conference Call Replay: EZ State of Play—Another Summit, More Skepticism
By Jan 27, 2012
Economic Research
What’s on Nouriel’s Mind: Get Ready for Recoupling 2.0 Between Emerging and Developed Economies
By Jan 24, 2012
Europe Weekly
Reassessing the EFSF; Hungarian Politics; Turkish Fiscal Policy; EZ Calendar
By Jan 20, 2012
Economic Research
Italy's Long-Term Bond Auction on December 29: Start-Gun For a Challenging Q1 2012
By Dec 28, 2011
Europe Weekly
German, Global Central Bank, ECB Moves to Solve EZ Crisis; EZ Yield Curves; Hungarian Monetary Policy; Scandinavian Growth; EZ Calendar
By Dec 2, 2011
Europe Weekly
EZ Crisis Response; Eastern Europe Banks; ECB Monetary Policy; Hungary and the IMF; Belgian Politics; EZ Calendar
By Nov 25, 2011
Europe Weekly
EZ GDP; Spanish Politics; Eastern Europe Growth Fears; Russian Slowdown; EZ Calendar
By Nov 18, 2011
Europe Weekly
Eurozone Contagion; Italian Politics; UK Asset Purchases; Danish, Polish Monetary Policy; EZ Calendar
By Nov 11, 2011
Europe Weekly
EZ PMIs; Greek Politics; UK Growth; Romanian Monetary Policy; Russian IP; Turkish Inflation; EZ Calendar
By Nov 4, 2011
Global Economic Outlook
Germany Outlook Update: From Supercharged Growth to Near-Stagnation
By Oct 31, 2011
Europe Weekly
EZ Summit Questions; ECB’s Next Rate Move; German Obstacles; Swedish Rate Cuts; Resilient Polish Consumption; Italian Politics; EZ Calendar
By Oct 28, 2011
Economic Research
Low Inflation in EZ Core Threatens Periphery’s Efforts to Regain Competitiveness
By Oct 21, 2011
Europe Weekly
UK’s MPC Meeting; Norway’s Monetary Policy; Portugal’s Budget Plan; Hungary’s Credit Rating; Russia’s Retail Sales; EZ Calendar
By Oct 21, 2011
Economic Research
Last Shot on Goal: Will Eurozone Leaders Succeed in Ending the Crisis?
By Oct 21, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Europe Weekly
Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention
By Sep 30, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
North America Weekly
U.S.: August Employment, Q3 Consumption and a More Dovish Fed; Canada: Growth Negative in Q2, Uncertain Going Forward
By Sep 5, 2011
Economic Research
German Parliament to Back New EFSF Powers, But an Increase Is Unlikely and Eurobonds a Fantasy
By Sep 2, 2011
Europe Weekly
Finnish Collateral Demands, Polish Consumption, Czech Rating Upgrade, EZ PMIs, Portuguese Consumption
By Aug 26, 2011
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
Global Economic Outlook
Switzerland Outlook Update: SNB Moves to Adopt Quasi-Quantitative Easing
By Aug 5, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
Global Economic Outlook
Switzerland Outlook Update: Continued Franc Strength to Dent Economic Growth
By Jul 29, 2011
Economic Research
Despite Serious Vulnerabilities, Italy Is Not Greece; the Show Will Probably Go On
By Jul 13, 2011
Europe Weekly
Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS
By Jul 1, 2011
Europe Weekly
Turkish Credit Growth; UK Consumption; Russian Payroll Tax; Greek Crisis Impact on Romania; Finnish Growth Policy
By Jun 24, 2011
Europe Weekly
Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral
By Jun 17, 2011
Europe Weekly
ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief
By May 27, 2011
Economic Research
UK Financial Regulation: Pricing and Competitive Implications for Banks
By May 19, 2011
Economic Research
DSK's Arrest: Implications for the IMF Succession and PIIGS' Bailouts
By May 16, 2011
Economic Research
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
By May 10, 2011
Economic Research
CDS and Debt Restructuring: Does the Existence of Credit Derivatives Make Restructuring Harder?
By Apr 21, 2011
Economic Research
Bank of England to Hold the Line Against Temporary Surge in Inflation
By Mar 15, 2011
North America Weekly
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada
By Feb 14, 2011
North America Weekly
Will the Fed Allow Rising Borrowing Costs?; Sonata Forms in the Treasury Market
By Dec 20, 2010
Economic Research
Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
By Dec 2, 2010
Economic Research
Comparing Spain With Ireland and Other PIIGS: Better in Some Ways, More at Risk in Others
By Nov 25, 2010
Economic Research
Eurozone Periphery: Short-Term Sovereign Risk Amid Long-Term Restructuring Plans
By Nov 11, 2010
Economic Research
United States: All Eyes on the FOMC; Japan Buying Treasurys Strongly
By Sep 20, 2010
Economic Research
Europe Weekly Spotlight: Multi-Speed Eurozone Recovery; Strong UK Gilts; Confident Nordics
By Jul 9, 2010
Economic Research
South Africa: Will Weak Private Sector Credit Expansion Restrain Growth?
By May 12, 2010
Economic Research
What Role Could Bonds Have in the Quest for New Sources of Finance in the GCC?
By Mar 6, 2009
EconoMonitors
Europe Channel
Spain’s Investment-Grade Status, France’s AAA at Risk as Crisis Escalates
Apr 27, 2012
The Kapali Carsi
How Does the Central Bank of Turkey Decide That a Given Day Is a Special One
Apr 20, 2012
Peterson Institute for International Economics
Is the Risk Free Status of Euro Area Sovereign Debt in Tatters?
Mar 16, 2012
Peterson Institute for International Economics
China: Capital Account Liberalization and the Corporate Bond Market
Feb 27, 2012
Dan Alpert's Two Cents
Tinkerbell Economics - The Confidence Fairy, Pixie Dust and a Sleeping Dragon
Feb 6, 2012
Finance & Markets Channel
David Rosenberg Explains What (If Anything) the Bulls Are Seeing
Jan 12, 2012
Dan Alpert's Two Cents
Pete Tchir is Troubled by a Hole in the ECB's Phantom Bailout Bucket (Long Term Refinancing Operations)
Dec 23, 2011
Europe Channel
German Bund Action Goes Badly; Bank of America CDS Spread Hit New High; EuroSovereign and US Bank Spreads Widen More. Will the Germans Finally Break Glass?
Nov 25, 2011
Finance & Markets Channel
What Do Sovereign CDS and Bond Markets Think of the Greece Deal?
Oct 28, 2011
The Wilder View
What? Greece Has to Raise Capital in 2012 and Meet a 7.5% Deficit Target this Year?
May 9, 2011
Finance & Markets Channel
Endgame for the Global Supercycle: Another View of the Crisis
Jul 21, 2009
Daily Digest
News
Poland May Reach For Bond-based Tool To Sell State Assets During Crisis
Dow Jones Newswires May 23, 2012
News
RBS not enthralled by Hungarian policies, questions commitment to IMF deal
portfolio.hu (free registration required) May 23, 2012
Analysis
Central European Daily: Czech MniFin taps domestic bond market with two issues
KBC Bank May 23, 2012
News
India's GDP may grow at 7.5% in 2013, long-term growth prospects clouded: OECD
The Economic Times May 22, 2012
Analysis
Evidence of Interest Rate Channel of Monetary Policy Transmission in India
Reserve Bank of India May 21, 2012
News
Three years of UPA-II: Scams, policy paralysis and economic mess
The Economic Times May 21, 2012
Analysis
Polish Weekly Review: CPI accelerating...again, but labor market weakens
BRE Bank May 18, 2012
News
Minutes of the April 11, 2012 Meeting of the Technical Advisory Committee on Monetary Policy
Reserve Bank of India May 17, 2012
Opinions
Fiscal and monetary policies “on the same bed but have different dreams”
Vietnam Net May 17, 2012
Analysis
CEE Fixed Income Daily: Czech GDP fell much more than expected in 1Q12; Hungary's GDP figures grim, but only a slight negative surprise to us; CEE fixed income
Erste Bank (free registration required) May 16, 2012
Analysis
Ukraine Fixed Income Monthly: MoF may finally issue Eurobonds
Erste Bank (free registration required) May 16, 2012
Analysis
Turkey Macro Weekly: Central Bank policy actions at home, news flow on Greek and Spain beyond are the main market movers
Erste Bank (free registration required) May 15, 2012
News
NBH Deputy Governor: Hungary c.bank needs to be "extremely cautious" due to "bumpy" IMF talks
portfolio.hu (free registration required) May 14, 2012
Analysis
Central European Daily: Contagion from EMU brings regional sell-off; Czech leading indicator at crossroads
KBC Bank May 14, 2012
Analysis
CEE Weekly - Poland: Risks to the optimistic GDP outlook increase; Hungary: New permanent tax measures; Czech Republic: Economy returns to slow growth in Q1; Romania: New government approved, budget deficit target revised
Raiffeisen Research May 11, 2012
Analysis
New Europe Economics & Strategy: Financial markets in the region trim part of their recent gains
EFG Eurobank May 11, 2012
News
Hungary reshuffles cabinet, chief aid negotiator Fellegi is "done"
portfolio.hu (free registration required) May 11, 2012
Analysis
CEE Insights: How realistic is the fiscal target outlined in the convergence/stability program?
Erste Group Research May 11, 2012
Analysis
CEE Fixed Income Daily: Romania - Bond auction went well, Czech Republic - First industrial production y/y contraction since Nov. 2009
Erste Group Research May 11, 2012
Analysis
Czech Republic: Inflation weakens with food prices declining
Raiffeisen Research May 10, 2012
Analysis
CEE Fixed Income Daily: Romania's inflation report; Hungary's industrial production suprises to the downside; Liquidity in CEE fixed income markets slows to trickle
Erste Bank (free registration required) May 09, 2012
News
Many businesses make fat profits thanks to policies, business advantages
Saigon Money May 07, 2012
Analysis
CEE Financial Market Report: Economic Expectations for the CEE Region Reversed
ZEW (Centre for European Economic Research) and Erste Bank May 04, 2012
Analysis
CEE Weekly: Poland: Rate hike next week unlikely; Hungary: Bumpy ride ahead in EC/IMF talks; Czech Republic: 1% VAT hike in 2013 almost certain; Romania: Parliament votes Monday on the Ponta cabinet
Raiffeisen Research May 04, 2012
News
Hungary’s former Foreign Minister and former EU Commissioner Péter Balázs: There will be more problematic Hungarian issues on the EU's table
portfolio.hu (free registration required) May 04, 2012
News
Fund managers dubious about Hungary forint firming
portfolio.hu (free registration required) May 04, 2012
Analysis
CEE Insights: Which part of the yield curve currently looks relatively undervalued?
Erste Group Research May 04, 2012
Analysis
CEE Fixed Income Daily: Czech rates unchanged, successful bond auctions in Hungary
Erste Group Research May 04, 2012
News
Inflation accelerates in April; rates expected to stay steady
Business World Online May 04, 2012
Analysis
CEE Fixed Income Daily: Romania- March retail sales confirm slight recovery; CEE Fixed income
Erste Bank (free registration required) May 03, 2012
News
Hungary's plan not to draw from IMF/EU credit line will cost a pretty penny - poll
Portfolio.hu (free registration) May 03, 2012
Analysis
Ukraine: Preliminary 1Q12 real GDP growth; wages growth slows; gov't bond auctions in May
Investment Capital Ukraine May 03, 2012
RESEARCH AND STRATEGY FIXTURES
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What’s On Nouriel’s Mind: Where Are the H2 Growth Drivers?
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