Trump's levies could send U.S. inflation 1.4 percentage points higher.
Blundering policy volatility has receded in many EMs but increased in the G7.
Global trade imbalances are out of control and need to be reined in.
The incoming U.S. President has set a 5% of GDP defense expenditure threshold.
Many - but not all - emerging markets are set to benefit from demographic tailwinds
Does international investment into the US cause asset bubbles?
The "new" emerging markets: rich-world malaise reflects globalization's discontents
Amid negative credit gaps everywhere, inflections mostly in EM
Higher for (a bit) longer, but don't buy into inflationista hype
Plus IMF/WB Spring Meetings policy updates
Decreasing central bank asset purchases withdraw market liquidity
Populist forces on the march
