AEs

KyrgyzstanRussiaCurrenciesUkraineInflationEl SalvadorSaudi ArabiaUAELICsDSSIBrazilFXSri LankaIranKazakhstanCôte d'IvoireMexicoBangladeshCommoditiesMacroSouth AfricaTurkeyDe-dollarizationKenyaEgyptAEsDeglobalizationEMDEsAdvancedEconomiesIsraelArgentinaSovereignDebtSenegalGeopoliticsSurinameIndiaChina
InflationInflation
+4+4
Tariffs poised to re-ignite U.S. inflation

Tariffs poised to re-ignite U.S. inflation

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

Paul Della Guardia
Paul Della Guardia
AEsAEs
+4+4
The role reversal in emerging and mature markets

The role reversal in emerging and mature markets

Blundering policy volatility has receded in many EMs but increased in the G7.

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+4+4
Why Trump's tariffs aren't all bad

Why Trump's tariffs aren't all bad

Global trade imbalances are out of control and need to be reined in.

Paul Della Guardia
Paul Della Guardia
RussiaRussia
+3+3
Can European governments meet Trump’s defense spending demands?

Can European governments meet Trump’s defense spending demands?

The incoming U.S. President has set a 5% of GDP defense expenditure threshold.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+3+3
Which emerging markets have the best demographic growth?

Which emerging markets have the best demographic growth?

Many - but not all - emerging markets are set to benefit from demographic tailwinds

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
The $20 trillion investment gap

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?

Is the G7 the new EM?

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

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

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

Supply constraints are driving US inflation

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

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
Wall Street's fear gauge rises

Wall Street's fear gauge rises

Plus IMF/WB Spring Meetings policy updates

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

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

2024 Elections - Global Snapshot

Populist forces on the march

Paul Della Guardia
Paul Della Guardia