Although emerging market (EM) dollar-denominated government bonds yields have fallen during the past two bouts of US monetary tightening, this time around we expect them to rise as aggressive rate...

Investors have turned a blind eye to the controversy and chaos that has characterised President Trump’s first ten days in the White House. Such indifference may prove to be complacent. The longer his...

We expect the dollar to regain the ground it has lost this year and to strengthen further, as interest rates and bond yields in the US climb by more than investors are anticipating.

The dollar has ceded ground recently amid speculation that the Trump administration will seek to bring it down. Indeed, the new president’s nomination for Secretary of the Treasury has reportedly...