Macro / Members-only Hyper Hysteresis: Whatever Legalities, Trump Tariffs' Impact Will Last By Bourgaize Murray / 18 Jan 2026
Macro / Members-only Rumble, No Tumble: Ratings Upgrade Flurry Elevates Mongolian EM Debt By Bourgaize Murray / 18 Jan 2026
Macro After Istanbul, S&P Commodity Insights Eyes Abuja Move serves commodities ramp-up in the Southern CEE and Central Asia, with Nigerian capital eyed in 2026. By Bourgaize Murray / 18 Jan 2026
Macro Local Currency Bonds' Big Year Reveals Credibility, Not 'Magic': VanEck Structural improvements and currency stability on display as EM debt continues to streak. By Bourgaize Murray / 18 Jan 2026
Forums Growing 'Imperial Overstretch' Dims Dollar Viability as Equities Hedge: Pimco's Dhawan Status in question as geopolitical jolts continue to undo the longtime safe haven. By Bourgaize Murray / 18 Jan 2026
Macro The Elusive Repeat: Six Pressing EM Questions Follow a Blistering 2025 The last week of 2025 has arrived; the outlooks are done and dusted. Is it time for a smashing EM encore? Here's our editor's take. By Bourgaize Murray / 18 Jan 2026
Analysis Short, Sweet & 100 Bps: Barings' Focus on EM Corporates Duration New research from Barings suggests corporates' maturation leaves short-dated debt undervalued, presenting significant upside for only marginal added credit risk. By Bourgaize Murray / 18 Jan 2026
