SOVEREIGN VIBE logo
SOVEREIGN VIBE
Join Free
  • SOVEREIGN VIBE
  • Archive
  • Page 4
MacroMacro
+2+2
The $20 trillion investment gap
Jul 03, 2024

The $20 trillion investment gap

Does international investment into the US cause asset bubbles?

Paul Della Guardia
Paul Della Guardia
MacroMacro
+5+5
Is the G7 the new EM?
Jun 26, 2024

Is the G7 the new EM?

The "new" emerging markets: rich-world malaise reflects globalization's discontents

Paul Della Guardia
Paul Della Guardia
LICsLICs
+5+5
China's lending to developing nations declines
Jun 18, 2024

China's lending to developing nations declines

Though Chinese creditors still hold more LMIC external debt than the G7 ex-Japan

Paul Della Guardia
Paul Della Guardia
EMDEsEMDEs
+1+1
The Geopolitics of Sovereign Debt
Jun 11, 2024

The Geopolitics of Sovereign Debt

EMDE sovereign borrowers walk a tightrope in the fragmented creditor landscape

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
South Africa enters uncharted waters
Jun 03, 2024

South Africa enters uncharted waters

The ruling ANC party loses its parliamentary majority for the first time in the post-apartheid era

Paul Della Guardia
Paul Della Guardia
CommoditiesCommodities
+2+2
Berlin Energy Forum - Trip Notes
May 27, 2024

Berlin Energy Forum - Trip Notes

Limited impact of energy sanctions against Russia

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
Tracking sovereign stress in 45 emerging markets
May 20, 2024

Tracking sovereign stress in 45 emerging markets

The most-at-risk-country won't come as much of a surprise

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+5+5
Egypt: short-term pain, long-term gain
May 13, 2024

Egypt: short-term pain, long-term gain

Famous last words, but this time could be different.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
EM is ahead of DM in the global credit cycle
May 06, 2024

EM is ahead of DM in the global credit cycle

Amid negative credit gaps everywhere, inflections mostly in EM

Paul Della Guardia
Paul Della Guardia
InflationInflation
+2+2
Supply constraints are driving US inflation
May 02, 2024

Supply constraints are driving US inflation

Higher for (a bit) longer, but don't buy into inflationista hype

Paul Della Guardia
Paul Della Guardia
InflationInflation
+2+2
What does US inflation mean for EM sovereigns?
Apr 29, 2024

What does US inflation mean for EM sovereigns?

DMOs should be prepared for Fed rate cuts

Paul Della Guardia
Paul Della Guardia
FXFX
+3+3
Are markets underpricing geopolitical risks?
Apr 25, 2024

Are markets underpricing geopolitical risks?

Oil prices have actually declined in the wake of Iran-Israel

Paul Della Guardia
Paul Della Guardia
FirstBack
1234567
Next Last
Global Markets, Identifying Opportunities, Navigating Risk

SOVEREIGN VIBE

Global Markets, Identifying Opportunities, Navigating Risk

Home

Posts

© 2025 SOVEREIGN VIBE.

Privacy Policy

Terms of Use

Powered by beehiiv