Currencies
+4
May 23, 2025
•
12 min read
Have a weaker dollar and the Covid inflation hangover eroded EM competitiveness?
Inflation
Apr 18, 2025
Trump's levies could send U.S. inflation 1.4 percentage points higher.
+7
Nov 14, 2024
9 min read
Tariffs, deglobalization set to shift growth from EMs to the U.S.
+1
Oct 17, 2024
11 min read
Rampant inflation is most prevalent in lower-middle income countries, except for Argentina and Turkey
Jul 13, 2024
8 min read
Rampant inflation and booming credit are causing external imbalances
+5
May 13, 2024
14 min read
Famous last words, but this time could be different.
+2
May 2, 2024
Higher for (a bit) longer, but don't buy into inflationista hype
Apr 29, 2024
DMOs should be prepared for Fed rate cuts
