Rachel Ziemba (@reziemba) 's Twitter Profile
Rachel Ziemba

@reziemba

Macro geopol esp EM @horizonengage @cnasdc teaching @nyucga. Obsessed by energy, sanctions, sovereign wealth, debt, trade 🇨🇦 🇺🇸🍷 econ

ID: 19520171

linkhttps://rziemba.substack.com calendar_today26-01-2009 04:24:12

18,18K Tweet

6,6K Followers

4,4K Following

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Stats on record Em private credit this year. Reflects greater interest in private credit from institutional investors including many SWF.

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Kuwair re-enters the market with a sizeable issuance after almost a decade of absense. Relatively low yield highlights current negligible debt ans revenue. To watch what they spend it on. GCC is set to remain one of largest dollar issuers led by KSA

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Looking forward to joining Joumanna Nasr Bercetche on @bloomberg shortly- talking oil, EM and more. A perk of being in Dubai is being in studio with all the great people who make the show happen every day.

Looking forward to joining <a href="/JoumannaTV/">Joumanna Nasr Bercetche</a> on @bloomberg shortly- talking oil, EM and more. A perk of being in Dubai is being in studio with all the great people who make the show happen every day.
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After the debt law, and Kuwait’s return to debt markets, come the international asset managers. bloomberg.com/news/articles/…

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New US sanctions on Iran, the first post snapback, focuses on ballistic missile program and other military procurement but does include actors based in Germany and Portugal and several in China. No broad economy or oil market links evident. home.treasury.gov/news/press-rel…

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Join us on Oct. 14 for our Seventh Annual Conference for our panel "Innovation at the Core: Tech and Investments Shaping GCC Futures Amid Regional Transformations," organized with Middle East Council on Global Affairs. Featuring H.H. Princess Noura bint Turki Al Saud, Tarik M. Yousef, Karen Young, and

Join us on Oct. 14 for our Seventh Annual Conference for our panel "Innovation at the Core: Tech and Investments Shaping GCC Futures Amid Regional Transformations," organized with <a href="/ME_Council/">Middle East Council on Global Affairs</a>.  

Featuring H.H. Princess Noura bint Turki Al Saud, <a href="/TarikYousef/">Tarik M. Yousef</a>, <a href="/ProfessorKaren/">Karen Young</a>, and
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Its notable the administration is now looking for deals with industries/companies. Perhaps they think its easier than trade deals and they have more direct leverage? Tho other policies including tariffs may complicate. Either way expect more such swaps reuters.com/business/healt…

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Good questions from Brad Setser about Argentina bailout and signals from Bessent there may be more, connects to broader q about how USG will support friendly countries abroad, which are relatively new ones. Are Americans comfy with such deals?