News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
India’s promising green investment opportunity
Focus on growth and environment positions India as leader in sustainable development
| By K Mukundan
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AfDB’s hybrid capital deal opens new asset class for MDBs
Groundwork to unlock crucial lending to emerging markets has been laid
ECB could forge ‘missing link’ through risk-sharing on government bond-buying
Prospective shift in central bank securities doctrine partly reflects northern losses
Should hedge funds be primary dealers?
DMOs’ potential reliance on hedge funds is risky but ‘something to analyse’
BTPs: Italy’s impressive turnaround with investors
Italian government bond yields contract as investors show belief in fiscal plans
Big ECB balance sheet is a source of risk not stability
Reducing euro area excess liquidity would exert salutary discipline on banks and governments
Surfing the curve with short-duration credit
Why short-dated bonds may offer the most attractive risk-adjusted yield as the economy slows
Record start for Europe’s debt markets should not obscure risks ahead
Market expectations of rate cuts ‘too much’ and inflation may be more ‘volatile’
Argentina and Türkiye: a tale of two adjustments
Milei and Erdoğan take contrasting approaches to economic problems
Outlook 2024: What to expect for the public sector bond market
Likely outcomes include the EU making further steps to sovereign status
Standardisation is crucial to improving efficiencies in bond issuance
New survey reveals concerns and potential solutions for market participants
UK regulatory treatment of renminbi sovereign bonds merits review
London markets would benefit from better understanding of Chinese bonds
Import substitution and the economic downfall of Argentina
How misjudged policies led the economy astray
What is fair value? Price discovery for smaller issuers gets tougher
Calculations are complicated by increased subjectivity
This isn’t a corporation: US Treasury’s debt maturity management
Acting like a tactical issuer would be unwise
Argentina and Germany: two very different fiscal problems
Finding a responsible path forward will shape their destinies
German budget disarray sends out powerful ripples beyond Berlin
Olaf Scholz, encountering Liz Truss moment, could face early elections
