Oscar Parra · Macro strategist
Country risk & commodities, called with data.
Sovereign PDs and 1-10 internal ratings for ~190 countries, EM FX & rates screens, and named-scenario forecasts for oil, gas, agriculture and metals. One weekly trade board tying it all together.
Fed funds target
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Next FOMC
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Market implies
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Model implies
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⚡ divergence
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Monthly macro notes on country risk, EM FX, and commodities
Sovereign rating changes, deterioration screens, scenario forecasts and the model-versus-market trade board — delivered monthly.