Archive
EMDEs
+1
Oct 10, 2024
•
9 min read
Volatile US Treasuries spell trouble for emerging market debt
The Fed's data-dependence is clouding EM's mostly-benign cutting cycle outlook
Iran
+4
Oct 3, 2024
•
9 min read
Should investors worry about Israel-Iran?
The recent escalation presents downside market risks, albeit these are limited.
Macro
+2
Sep 19, 2024
•
6 min read
Is the Washington Consensus Dead?
Small island states and large emerging markets have the biggest budget deficits in 2024
Macro
+1
Sep 12, 2024
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10 min read
Where is emerging market growth fastest?
EM convergence to rich-world wealth levels is concentrated in Europe and Asia
FX
+2
Aug 2, 2024
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7 min read
Reserve flunkies
It's not just the usual suspects: some oil exporters also have low official reserves levels
Macro
+2
Jul 26, 2024
•
11 min read
The IMF's "extend and pretend" deal with Pakistan
Instead of "one and done", Islamabad and the Fund kick the can down the road.
Macro
+2
Jul 3, 2024
•
10 min read
The $20 trillion investment gap
Does international investment into the US cause asset bubbles?
