The State of the Macros | Business Redefined

A look at the state of Kenya's macros with David Rogovic -Vice President & Senior Credit Officer - Moody's On the discussion:
  • The liability management blitz - the Kes 50.0 billion domestic debt buyback & the partial buyback of the US$900.0M 2027 note
  • Going back to market with the 2036 US$1.5 billion note
  • Supplementary Budget II 2024/25 & the accompanying spending pressures (fiscal deficit some 67.0 bps up)
  • The US$3.6 billion IMF programme, its sunset & the way forward. A successor programme in the offing? What shape & form would it take?
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