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Inflation uptick as Ramadan approaches
Annual headline inflation accelerated slightly to 4.8% in March, up from 4.6% in February, state statistics bureau Capmas’ latest reading…
The EM policy dilemma threatens fresh bout of volatility
The EM scramble to strike policy balance could lead to a wave of volatility: As the global commodities boom threatens…
What we’re tracking tonight on 22 March 2021
Good afternoon, nice people, and welcome to a reasonably calm news day. Perhaps the biggest stories of this unseasonably hot,…
What we’re tracking tonight on 17 March 2021
Good afternoon, wonderful people, and welcome to our final issue of EnterprisePM for the week. It’s one of those Goldilocks…
What do rising US treasury yields mean for bonds, stocks, and the EGP?
How will rising US treasury yields affect Egypt? The country’s all-important carry trade could come under pressure as emerging-market bonds,…
Inflation edges up in February as education, tobacco costs rise
Annual urban inflation accelerated to 4.5% in February, up from 4.3% the previous month, state statistics bureau Capmas’ latest reading…
Taper Tantrum 2.0?
Emerging market assets took a hit toward the end of February, with the MSCI gauge of shares falling 3% on…
What the markets are doing on 24 February 2021
El Erian asks: When is stimulus too much stimulus? The Fed needs to think about how to start winding down…
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