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(1) After A Long Russian Winter, A Rate Cut Will Come (3 min read) The OPEC+ agreement is just one reason to be bullish on Russia, says Tatiana Orlova. Expectations of another rate cut should see rates rally, while RUB is benefitting from positive risk appetite.
(Tatiana Orlova│ 4th December, 2020)
(2) Where Can You Get Higher Bond Yields? (1 min read) Does the rise in US yields matter for EM? The low level of rates and still-attrractive yield pickup in EM suggests not, argues Caroline Grady.
(Caroline Grady│ 4th December, 2020)
5 Ways Biden Might Differ From — Or Agree With — Trump On Technology (FiveThirtyEight, 10 min read)
The Case for a Quadripolar World (Project Syndicate, 5 min read)
The Case for a Defensive Allocation (Advisor Perspectives, 7 min read)
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