iiinova — where your digital self keeps evolving

Theo Maret @theomaret.bsky.social · 29/11/2024

Today is my last day at GSA after 5 exciting years – I’m most grateful for all the discussions and friends made along the way. I won’t be posting much going forward but please reach out if you want to talk sovereign debt & emerging markets! 🇱🇰🇿🇲

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Reposted by Theo Maret

Ugo Panizza @upanizza.bsky.social · 27/11/2024

A (very) short paper on (I think) something important. When I have 5 minutes I will do a thread about it. @clemensgvl.bsky.social @diegorivetti.bsky.social @davidmihalyi.bsky.social @theomaret.bsky.social @kpatricio.bsky.social

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Theo Maret @theomaret.bsky.social · 26/10/2023

Zambia’s Eurobond restructuring deal indicates that ~25% of the $2bn base bond would amortize in 2024-2025 during the IMF program, on top of 5.75% coupon paid in cash — this seems to imply that the IMF modified the DSA significantly from the first iteration 1/3

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Theo Maret @theomaret.bsky.social · 24/10/2023

A nice Easter egg at the end of Brent Neiman’s remarks at Johns Hopkins SAIS — signaling openness from the US to reform the IMF’s arrears and financing assurances policies home.treasury.gov/news/press-r... 1/4

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Theo Maret @theomaret.bsky.social · 05/10/2023

The UNCTAD 2023 Trade and Development Report shows how debt vulnerabilities have increased disproportionately in frontier economies, rather than bigger EMs which were in focus during previous debt crises. 1/4 unctad.org/system/files...

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Theo Maret @theomaret.bsky.social · 04/10/2023

Interesting background paper by the IMF, trying to quantify the impact of improved debt transparency on borrowing costs and diversification of the investor base (comes with lots of caveats, obviously) www.imf.org/en/Publicati...

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