Emerging Signals

Hand-picked analysis and perspectives from Tellimer’s analysts — a selection from our platform, reflecting the depth of insight we deliver to investors, banks, and policymakers worldwide.

24 Aug 2026

Buyback rally fully reverses, UST 10y +3bps to 4.73%, but a weaker dollar lifts EM FX to a record high. Bolivia -1.3% (spreads +31bps), the largest decline, after President Paz dismisses Finance Minister Espinoza. Argentina +1.3% (spreads -27bps) tops the sample on stronger June activity; 60 of 67 spreads tighter.

24 Aug 2026

Buyback rally fully reverses, UST 10y +3bps to 4.73%, but a weaker dollar lifts EM FX to a record high. Bolivia -1.3% (spreads +31bps), the largest decline, after President Paz dismisses Finance Minister Espinoza. Argentina +1.3% (spreads -27bps) tops the sample on stronger June activity; 60 of 67 spreads tighter.

24 Aug 2026

Buyback rally fully reverses, UST 10y +3bps to 4.73%, but a weaker dollar lifts EM FX to a record high. Bolivia -1.3% (spreads +31bps), the largest decline, after President Paz dismisses Finance Minister Espinoza. Argentina +1.3% (spreads -27bps) tops the sample on stronger June activity; 60 of 67 spreads tighter.