Can tariffs result in higher imported inflation?

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

The role reversal in emerging and mature markets

Policy volatility has receded in many EMs but increased in the G7.

Why Trump's tariffs aren't that bad

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

Can European governments meet Trump’s defense spending demands?

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

Which emerging markets have the best demographic growth?

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

The $20 trillion investment gap

Does international investment into the US cause asset bubbles?

Is the G7 the new EM?

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

EM is ahead of DM in the global credit cycle

Amid negative credit gaps everywhere, inflections mostly in EM

Supply constraints are driving US inflation

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

Wall Street's fear gauge rises

Plus IMF/WB Spring Meetings policy updates

Central banks to weigh on 2024 markets

Decreasing central bank asset purchases withdraw market liquidity

2024 Elections - Global Snapshot

Populist forces on the march

Rise of the yuan? Not so fast.

The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.

Current account equilibria in AEs

Mapping the world’s output gaps

Sovereign debt stress heatmaps

Multilateralism limps onward in Marrakech

Mind the credit gap

Tracking sovereign stress in 112 countries