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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
CurrenciesCurrencies
+6+6
The dollar-debt imbalance
Apr 22, 2024

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
Wall Street's fear gauge rises
Apr 18, 2024

Wall Street's fear gauge rises

Plus IMF/WB Spring Meetings policy updates

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
The Modi mojo is working
Apr 15, 2024

The Modi mojo is working

India's economy is in great shape as it heads to the polls... but something's off

Paul Della Guardia
Paul Della Guardia
MacroMacro
+1+1
Central banks to weigh on 2024 markets
Apr 11, 2024

Central banks to weigh on 2024 markets

Decreasing central bank asset purchases withdraw market liquidity

Paul Della Guardia
Paul Della Guardia
AEsAEs
+2+2
2024 Elections - Global Snapshot
Apr 09, 2024

2024 Elections - Global Snapshot

Populist forces on the march

Paul Della Guardia
Paul Della Guardia
EMDEsEMDEs
+2+2
Senegalese exceptionalism, for now 🇸🇳
Apr 04, 2024

Senegalese exceptionalism, for now 🇸🇳

The ethnic X factor: why democratic stability is so rare in the Sahel

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+5+5
Rise of the yuan? Not so fast 💴 💶 💷
Apr 01, 2024

Rise of the yuan? Not so fast 💴 💶 💷

The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.

Paul Della Guardia
Paul Della Guardia
RussiaRussia
+3+3
On the hunt for Russia's reserves
Mar 22, 2024

On the hunt for Russia's reserves

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+2+2
Fair value exchange rates in EM Asia
Mar 14, 2024

Fair value exchange rates in EM Asia

Paul Della Guardia
Paul Della Guardia
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