AdvancedEconomies

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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
AdvancedEconomiesAdvancedEconomies
+2+2
The time for geographic diversification is now

The time for geographic diversification is now

U.S. Treasuries lose their safe haven status amid a secular rotation away from U.S. assets

Paul Della Guardia
Paul Della Guardia
DeglobalizationDeglobalization
+2+2
Auto tariffs further dent U.S. exceptionalism

Auto tariffs further dent U.S. exceptionalism

DXY and SPX are both down again but don't tend to stay down together for long.

Paul Della Guardia
Paul Della Guardia
DeglobalizationDeglobalization
+3+3
The Times They Are a-Changin'

The Times They Are a-Changin'

EM sovereign debt will no longer be the exclusive focus of this newsletter.

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
+4+4
Rising uncertainty fails to rattle global markets

Rising uncertainty fails to rattle global markets

High economic-political uncertainty paired with low volatility amplifies market risks

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