News & commentary
Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.
De Nederlandsche Bank’s Knot warns on central banks’ capital
Losses at euro area central banks likely to persist longer than forecast
| By David Marsh
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Euro area credit ratings under pressure from fiscal challenges
Reform-minded governments must make adjustments
Borrowers torn between rewarding investors and tackling inflated orders
Frequent borrowers debate the art of allocation
Reduced demand and higher pricing among biggest worries for borrowers
Concerns raised on deal subscriptions and new issue premiums, OMFIF’s 2024 Public sector debt outlook survey finds
Latin American sovereigns re-examine art of allocation to boost liquidity
DMOs adapt allocation process and seek more international demand
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
