The dollar dilemma for public sector bond issuers

Episode 234 of the The GlobalCapital Podcast podcast, hosted by GlobalCapital, titled "The dollar dilemma for public sector bond issuers" was published on March 20, 2026 and runs 40 minutes.

March 20, 2026 ·40m · The GlobalCapital Podcast

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Summary

Send us Fan Mail ◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds ◆ Why issuing in dollars has become so dicey for supranationals and agencies ◆ Europe's advantage in the private credit metldown This week we looked into some of the direct and indirect consequences the war with Iran is having on bond markets. Emerging market issuers are among the most susceptible to commodity price volatility. So with strikes this week against energy infrats...

Episode Description

Send us Fan Mail

◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds

◆ Why issuing in dollars has become so dicey for supranationals and agencies

◆ Europe's advantage in the private credit metldown

This week we looked into some of the direct and indirect consequences the war with Iran is having on bond markets.

Emerging market issuers are among the most susceptible to commodity price volatility. So with strikes this week against energy infratsucture in the Middle East, we investigated what soaring oil and gas prices mean for this group.

We also discussed the disruption for sovereign, supranational and agency borrowers in one of their core fudning markets — the dollar. We examine why the war has made doing a deal is proving so risky that many issuers are steering clear of what is supposed to be their biggest pool of investment.

Finally, we revisited the world of private credit to discuss the impact of falling valuations of loans made to software companies and how Europe's private credit funds are faring better than their US counterparts.

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