SOVEREIGN VIBE

SOVEREIGN VIBE
Topics
Inflation

CurrenciesCurrencies

+4+4

May 23, 2025

What currency strength means for sovereign creditworthiness

Have a weaker dollar and the Covid inflation hangover eroded EM competitiveness?

Paul Della Guardia

InflationInflation

+4+4

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

CurrenciesCurrencies

+7+7

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

InflationInflation

+1+1

Oct 17, 2024

Which emerging markets have an inflation problem?

Rampant inflation is most prevalent in lower-middle income countries, except for Argentina and Turkey

Paul Della Guardia

CurrenciesCurrencies

+4+4

Jul 13, 2024

Is another crisis brewing in Turkey?

Rampant inflation and booming credit are causing external imbalances

Paul Della Guardia

CurrenciesCurrencies

+5+5

May 13, 2024

Egypt: short-term pain, long-term gain

Famous last words, but this time could be different.

Paul Della Guardia

InflationInflation

+2+2

May 02, 2024

Supply constraints are driving US inflation

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

Paul Della Guardia

InflationInflation

+2+2

Apr 29, 2024

What does US inflation mean for EM sovereigns?

DMOs should be prepared for Fed rate cuts

Paul Della Guardia