Report published August 26, 2026
Emerging Markets Morning Pulse – Bank J. Safra Sarasin (August 26, 2026)
Source and citation context
- Issuer
- Bank J. Safra Sarasin
- Report date
- August 26, 2026
- Analysis as of
- August 26, 2026
Authors / editors: Mischa Kratzer (Trader), James Kalbermatter (Trader), Mateus Bernardo (Trader)
Finvaulta summarizes Bank J. Safra Sarasin's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Global emerging market credit traded firmer as declining core yields, falling oil prices, and equity gains bolstered risk appetite across MENA, Latam, CEE, and Turkey. Investors remain focused on upcoming US PCE data and the Jackson Hole symposium.
Key Takeaways
- 1.Global EM credit traded firmer driven by falling core yields, stronger equities, and dropping oil prices, supporting risk appetite across regions.
- 2.Oil prices fell sharply amid discussions between Iran and Oman regarding an interim framework to restore shipping through the Strait of Hormuz.
- 3.Brazilian high yield credit stabilized after days of selling, with names like Braskem rallying 1-2pts post restructuring filing, alongside demand for Natura and FS Bioenergia.
Table of Contents
- Rates
- Equities
- FX
- Oil
- Trader Comment MENA/Turkey/Africa (Mischa Kratzer)
- Trader Comment Latam (James Kalbermatter)
- Trader Comment Brazil HY (Mateus Bernardo)
- Trader Comment CEE (Mateus Bernardo)
- Primary
- Turkey - Credit
- MENA - Credit
- South Africa – Credit
- LATAM – Credit
- ASIA – Credit
- Disclaimer / Important Information
Report data
Turkey - Credit — as of August 26, 2026.
| Metric | Estimate | Context |
|---|---|---|
| US 10-Year Treasury Yield | 4.63% | Declined as falling oil prices eased inflation concerns. |
| Brent Crude Oil Price | 86.35 USD/barrel | Extended weekly decline to 8.5% after Iran and Oman discussed shipping framework. |
| WTI Crude Oil Price | 80.30 USD/barrel | Dropped following a 4.6% fall on Tuesday. |
| S&P 500 Index Change | 0.3% | US equities closed higher on Tuesday. |
| MSCI Asia Pacific Index Change | 0.8% | Asian equities extended positive tone led by tech hardware names. |
Reports in this series
Emerging Markets Morning Pulse is shown in chronological order through this edition, published on August 26, 2026.
Part of the Emerging Markets Morning Pulse series — view all 5 editions
Looking for the latest edition? EmergingMarketsMorningPulse 20260828 en (Aug 28, 2026)
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Authors / Editors
Reported Data Context
- US 10-Year Treasury Yield: 4.63 % (2026-08-25)
- Brent Crude Oil Price: 86.35 USD/barrel (2026-08-26)
- WTI Crude Oil Price: 80.30 USD/barrel (2026-08-26)
- S&P 500 Index Change: 0.3 % (2026-08-25)
- MSCI Asia Pacific Index Change: 0.8 % (2026-08-26)