Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
Indonesia
Rupiah opens at 16,620 per USD as DXY and CL=F remain strong; BI holds rate at 4.75%, reserves steady near $149b, and EMB reflects stable risk profile while JKSE shows resilience in a shifting regional market landscape.
Thailand
Thailand targets applied AI-led productivity as GDP approaches USD 538 billion and inflation stands at –0.7%; watch SET and THB=X as DELTA.BK capex and tax-to-GDP uplift test market and fiscal outcomes.
Mexico
Mexico signs Manzanillo cyber contract; with MXN=X stable and MBONO yields below 8.7%, enhanced defenses should support ^MXX performance and logistics FDI as BZ=F anchors external pricing.
Argentina
Argentina's official exchange rate on October 23, 2025, is ARS 1,492 per USD, with the MEP at ARS 1,599 and the blue dollar at ARS 1,550. Monitor ARS=X and EMBI spreads for signs of policy credibility and potential devaluation risks.
Peru
Peru’s infrastructure push targets spread compression as PEN=X steadies near 3.40 and 10-year USD yields hover ~6.0%; credible execution offsets softer HG=F and supports a 2026–2027 growth lift with debt anchored near 31–33% of GDP.
Canada
Investors focus on Ottawa’s plan as CAD=X averages ~1.40 and 10-year Canada hovers near 3.1%; credible debt glidepath and housing execution could tighten spreads while EWC and CL=F frame equity and terms-of-trade risk into 2026.
United States
NYSERDA’s AI focus targets $10–$20m annual O&M savings on 1 GW assets, lifting IRRs by 75–125 bps as ^TNX stays range-bound and CL=F remains stable, signalling procurement-grade digital standards in U.S. offshore wind.
New Zealand
RBNZ cuts OCR to 2.50% as GDP slips and CPI cools; NZD=X weakens 6–8% YTD while the 10-year hovers near 4.0%. With Brent CL=F in the mid-$60s, disinflation and a narrower current-account gap support measured easing into 2026.
Australia
^AXJO flat as AUDUSD=X holds near 0.649 and BZ=F trades around $64; Optus leadership changes refocus capex toward resilience while TLS.AX and TPG.AX track relative flows under a 3.60% RBA cash rate.
West Africa
BOAD’s €1bn 15-year tightens spreads and extends WAEMU duration; execution hinges on 60% disbursement in 24 months as EUR=X stays stable and CL=F remains range-bound, sustaining demand for long African supranational paper.
Kenya
CBK revokes PayU licence as KES=X steadies near 129 and CPI prints 4.6% YoY; SCOM.NR remains the primary payments proxy while FM tracks policy-uncertainty compression if PSP diversification and faster interventions materialise by 2026.
Tanzania
Tanzania’s UDSM–industry collaboration aims to boost manufacturing productivity and exports as CPI stays near 3% and policy holds at 5.75%; monitor TZS=X and CL=F trends plus graduate employment data for execution credibility.