Sentiment towards emerging market (EM) dollar bonds has remained remarkably positive recently. The spread of the JP Morgan EMBI Global is around its lowest since 2014. Issuance has surged. And flows...

South Korea’s announcement that it plans to ban cryptocurrency exchanges has coincided with rumours that China is planning to enforce a complete ban on Bitcoin mining. Could this new wave of...

Although the MSCI Emerging Markets (EM) Index of equities has hit the ground running again in 2018, we think that the rally will fizzle out before long.

We expect the dollar to stage a modest rebound against most other developed market currencies this year, as the contrast in the monetary policies of the Fed and other major central banks generally...