Barnejek's private Twitter channel dedicating to discussing economic developments and trends in Global Emerging Markets.
Here's EMB's main positions. CEE countries no longer issue eurobonds. Turkish stuff is bought by the locals, Ukraine under IMF etc.
Talking about big technical breaks, check out the CLP (outright and vs. copper):
Here's the comparison of Greek stocks vs. the 2019 bonds. Note that Greek banks have a lot of GGBs...
CEO of Enduring Intellectual Properties, a company that offers inflation-market expertise and investment strategies. Since 2003 has played a key role in developing US inflation markets.
Counterparty to nearly every participant in bonds markets. Harvard Engineer; former sell and buy side fixed income; now Treasuries automated liquidity fund mgr.