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De-dollarizationDe-dollarization

+2+2

Jun 30, 2025

Can the weak-dollar tailwind for emerging markets last?

USD weakness and U.S. outflows have been a boon to EM in 2025, so far.

Paul Della Guardia

GeopoliticsGeopolitics

Jun 20, 2025

Markets are nonplussed by Israel-Iran. Here's why.

Brent is still only at $77, VIX is contained, gold is trading flat. Bigger market risks lie elsewhere.

Paul Della Guardia

CurrenciesCurrencies

+1+1

Jun 16, 2025

A New Safe Haven Framework for a Multipolar World

Trump could well be ushering in a golden age for emerging market assets.

Paul Della Guardia

EgyptEgypt

+1+1

Jun 07, 2025

A classic case of economic mismanagement

Checklist: overvalued currency, high external debt, weak revenues, low reserves

Paul Della Guardia

El SalvadorEl Salvador

+5+5

May 30, 2025

Why is country risk moderating in Latin America?

Improvement on key macro-fiscal metrics in the region points to strengthening policy credibility

Paul Della Guardia

CurrenciesCurrencies

+4+4

May 23, 2025

What currency strength means for sovereign creditworthiness

Have a weaker dollar and the Covid inflation hangover eroded EM competitiveness?

Paul Della Guardia

El SalvadorEl Salvador

+1+1

May 17, 2025

This EM is most-improved on sovereign risk metrics in 2025

Hint: this country exchanged some debt in 2023 and has since secured an IMF deal.

Paul Della Guardia

SovereignDebtSovereignDebt

+1+1

May 10, 2025

EM sovereign debt risks are highest in this country

The Sovereign Stress Tracker covers 43 market-access emerging-frontier markets

Paul Della Guardia

EMDEsEMDEs

+1+1

May 02, 2025

Which ESG Factors Matter to EM Sovereign Bond Investors?

Hint: it's not the "E", or the "S", but the "....

Paul Della Guardia

Apr 27, 2025

Trade uncertainty to leave lasting scars

The IMF-World Bank Spring Meetings have concluded on a somber note.

Paul Della Guardia

InflationInflation

+4+4

Apr 19, 2025

Tariffs poised to re-ignite U.S. inflation

Trump's levies could send U.S. inflation 1.4 percentage points higher.

Paul Della Guardia

AdvancedEconomiesAdvancedEconomies

+2+2

Apr 11, 2025

The time for geographic diversification is now

U.S. Treasuries lose their safe haven status amid a secular rotation away from U.S. assets

Paul Della Guardia

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