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Deglobalization

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De-dollarizationDe-dollarization
+2+2
Can the weak-dollar tailwind for emerging markets last?
Jun 30, 2025

Can the weak-dollar tailwind for emerging markets last?

USD weakness and U.S. outflows have been a boon to EM in 2025, so far.

Paul Della Guardia
Paul Della Guardia
InflationInflation
+4+4
Tariffs poised to re-ignite U.S. inflation
Apr 19, 2025

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
CurrenciesCurrencies
+1+1
The Trump Slump begins
Apr 04, 2025

The Trump Slump begins

The U.S. tariff bazooka rips through global markets as investors flock to havens

Paul Della Guardia
Paul Della Guardia
DeglobalizationDeglobalization
+2+2
Auto tariffs further dent U.S. exceptionalism
Mar 27, 2025

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
UAEUAE
+3+3
Investors search for trade war havens
Mar 23, 2025

Investors search for trade war havens

Allocators eye tariff spat hedges but spare U.S. and Canadian government bonds.

Paul Della Guardia
Paul Della Guardia
DeglobalizationDeglobalization
+3+3
The Times They Are a-Changin'
Mar 13, 2025

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
Mar 06, 2025

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
KyrgyzstanKyrgyzstan
+4+4
Kyrgyzstan plans maiden Eurobond amid sanctions controversy
Jan 30, 2025

Kyrgyzstan plans maiden Eurobond amid sanctions controversy

The Central Asian republic is aiming to place a $1.7bn debut hard currency bond as sanctions-busting accusations mount.

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+4+4
Why Trump's tariffs aren't all bad
Jan 27, 2025

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
BangladeshBangladesh
+2+2
The 2024 "Country of the Year"
Jan 02, 2025

The 2024 "Country of the Year"

The Economist's annual designation is notable for how poorly past winners have fared in ensuing years.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
Winner take all: the year of the unipolar market
Dec 19, 2024

Winner take all: the year of the unipolar market

Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+7+7
Sink or swim: Trump 2.0 reality confronts emerging markets
Nov 14, 2024

Sink or swim: Trump 2.0 reality confronts emerging markets

Tariffs, deglobalization set to shift growth from EMs to the U.S.

Paul Della Guardia
Paul Della Guardia
Global Markets, Identifying Opportunities, Navigating Risk

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Global Markets, Identifying Opportunities, Navigating Risk

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