Bond Vigil·4d agoIMF study finds inflation beats debt as top driver of emerging market bond spreadsAcross 80 emerging markets, the Fund's rankings put local inflation first, debt relative to peers second, and both above the VIX and real…
InCoinmonksbyMihawk·4d agoMoody’s and S&P Are Rating Crypto Now. Their Methodologies Disagree.Two agencies graded the same stablecoin protocol six days apart. The letters matched. Almost nothing behind them did.
Arindam Sarkar·Oct 25Indian corporate bonds in Q3 2026: what the numbers showTrading, rating actions, G-Sec yields and spreads for July to September 2026, without forecasts.
Bond Vigil·Oct 21India's $3.9 trillion economy buys it room japan never hadNew research from Blanchard, Leigh and Mishra suggests country-specific factors dominate sovereign ratings — and that changes what "debt…
Dennis Shen·Oct 9The new Africa Credit Rating Agency faces a credibility test in its infancyA new Africa-focused rating agency was launched on 7 October. In the forthcoming years, the novel institution will need to build its…
Bond Vigil·Oct 7Pakistan and egypt face a fiscal cliff as their debt ratios fall, not riseUBS models single-B sovereign debt at 55% of GDP by 2031, but the adjustment in Islamabad and Cairo relies on primary surpluses that have…
katniss_everdeen·Sep 28If two bonds both carry an AAA rating, does that mean they are equally safe?To understand this, let’s first understand what exactly is a Credit Rating. A Credit Rating, at its core, is an opinion assigned by a…
Bond Vigil·Sep 27Blanchard paper finds country name drives sovereign ratings more than debtAn IMF working paper by Olivier Blanchard, Daniel Leigh and Prachi Mishra finds identical debt ratios produce ratings that range from AA−…
Bond Vigil·Aug 16Ghana's 7% private credit ratio exposes the real EM sovereign riskA Bank of Ghana analysis shows private-debt-to-GDP at 7%, versus 25–30% in comparable emerging markets, raising questions about whether…
InThe Hub PublicationbyDs Traylor·Jul 23The Magic Number That Owns You — a PoemIf you don’t think about credit rating scores, maybe you should. Here’s a poem on the matter, and some food for thought.