RT @HyunSongShin: The crisis playbook for emerging markets has been to tighten monetary policy, to stem capital outflows and a sharp deprec…
Bond Vigilantes Thu 12 Nov 2020 18:57- RT @geoffatwork: I would go to Turkmenistan for no other reason than to say I have seen this statue in real life. This has absolutely made… Bond Vigilantes Thu 12 Nov 2020 09:31
- Wow. This via @samueltombs shows that there is pretty much zero pet price inflation through lockdown. Maybe measured via (closed) pet shops? Or maybe there is massive goldfish deflation? https://t.co/oHVhhbHC2L Bond Vigilantes Wed 11 Nov 2020 15:06
- @ONS Where would I find the price of pets in the stats please? Bond Vigilantes Wed 11 Nov 2020 14:46
- RT @resi_analyst: London will get the headlines with the big annual fall but rents are also falling in Birmingham, Edinburgh and Manchester… Bond Vigilantes Tue 10 Nov 2020 09:19
- RT @hungry_cap: Unfortunately, I accidentally bought stock in Pfizer Total Landscaping Bond Vigilantes Mon 09 Nov 2020 14:59
- RT @memorialdevice: The MD guide to the 50 greatest 70s household dangers. In order. Part 2. Number 50 The Pink Panther Bar. Officially t… Bond Vigilantes Sun 08 Nov 2020 10:38
- RT @DavidBeckworth: @edwardnh @berthon_jones Interestingly, real yields over long periods tied to fertility rates. Partly, a fundamental st… Bond Vigilantes Fri 06 Nov 2020 20:01
- RT @Citywire: As part of its Halloween tradition, M&G’s Bond Vigilantes team has put together a series of slides to showcase some of the sc… Bond Vigilantes Fri 30 Oct 2020 14:54
- RT @BenChu_: Interesting and relatable from Andy Haldane's new speech on the economics of home working. (Can't help but wonder if he's tal… Bond Vigilantes Mon 26 Oct 2020 15:45
- RT @michaelxpettis: 1/6 I don’t think there were any big surprises in China’s very lopsided Q3 GDP growth data. As I have long argued, Chi… Bond Vigilantes Mon 19 Oct 2020 08:03
- RT @PIIE: The pace of recovery for individual economies will depend on the fiscal measures adopted in response to the crisis, the public he… Bond Vigilantes Fri 16 Oct 2020 09:51
- RT @jasonfurman: How should we think about the ideal size of fiscal stimulus right now? A thread with two approaches: (1) top down (based o… Bond Vigilantes Wed 07 Oct 2020 09:02
- For investment professionals only. Watch M&G’s Jim Leaviss explain why US bond issuance will rise and the big risk facing dollar assets. https://t.co/rBAjyVPo6G Bond Vigilantes Tue 06 Oct 2020 11:36
- RT @oneunderscore__: This is a remarkable way to get a scoop, about a half-hour before the announcement. Bond Vigilantes Fri 02 Oct 2020 06:37
- RT @dan_hinge: "It was like an Alfred Hitchcock movie". The Central Bank of Ireland appears to be, er, ruffling feathers https://t.co/1WO4v… Bond Vigilantes Tue 29 Sep 2020 15:25
- RT @zeithistoriker: Turns out there’s a German board game called Imperial where you govern nations not through annexation but by holding th… Bond Vigilantes Mon 28 Sep 2020 14:29
- RT @gabriel_zucman: Case studies are useful, essential even. Statistics tell the full story. https://t.co/rChpv0f8wd Bond Vigilantes Mon 28 Sep 2020 07:18
- RT @page_eco: Brilliant: When the euro bank notes were designed, they used European-style bridges which were *non-existing*, not to have to… Bond Vigilantes Fri 25 Sep 2020 14:26
- Here's the approx Government Bond weightings in the WGBI before of the inclusion of Chinese Government Bonds: US 36%, Japan 18%, France 9%, Italy 8%, Germany 6%, UK 5.5%. China will slot in somewhere between Germany and the UK in terms of market weight. Bond Vigilantes Fri 25 Sep 2020 06:31
- Chinese Government Bonds (CGBs) were added to the FTSE Russell World Government Bond Indices (WGBI - or "Wig-Bee") last night. The bonds will be phased into the indices over the next year. JPM estimates $10 bn per month of international inflows as a result. Bond Vigilantes Fri 25 Sep 2020 06:26
- RT @fesshole: I've memorised the diagnoses from every episode of House and suggested to the wife we watch it. We are two season in and she… Bond Vigilantes Thu 24 Sep 2020 08:35
- New post: How to get re-elected during a pandemic – lessons from CEE/CIS Link Bond Vigilantes Mon 21 Sep 2020 10:27
The coronavirus crisis is having a profound and lasting effect on the global economy, with the vast majority of countries expected to get back to their 2019 level of economic output only in 2022. The consequences of the crisis are not just limited to the economy and to changes in human behaviour. In many countries of the CEE/CIS region, the crisis has coincided with election cycles and will lead to significant changes in political landscapes over the years to come.
Naturally, this crisis has presented a significant challenge for incumbent governments and presidents trying to maintain their popular support levels. Election date shifts due to the epidemiological situation only added to complications in some countries. During a crisis of this scale and uncertainty, some policy mistakes were perhaps unavoidable. As a result, in many countries people have blamed the authorities for their economic and social troubles, even with the huge fiscal and monetary support packages...
- RT @bondvigilantes: New post: Sustainability-Linked Bond – Look beneath the surface Link Bond Vigilantes Fri 18 Sep 2020 09:34
Last week saw the first ever issuance of a Sustainability-Linked Bond (SLB) from an emerging market issuer. Brazilian pulp & paper producer Suzano issued US$750 million of Jan-2031 bonds at a yield of 3.95%. The bond coupon (3.75%) is subject to a sustainability performance target and shall increase by 25bps per annum from July 2026, if the issuer does not meet its target in 2025. It is different to a green bond. Green bond proceeds have to be used for environmentally-friendly projects. Sustainability-linked bonds can see their proceeds used for general corporate purposes.
It is only the second time in bond history that a company has used such a structure. Last year, Italian energy company Enel issued the first ever bond featuring a coupon increase (also 25bps) in the event of not meeting a sustainability performance target.
Suzano’s official rationale for using a similar structure is to reduce greenhouse gas (GHG) emissions intensity as “a key strategy...
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