Oct 26, 2023

The ongoing cost-of-living crisis has exacerbated social risk globally, and further widened the gap between advanced economies and emerging markets.

Oct 19, 2023

ECB’s turning point, EU-Mercosur deal, Argentina’s dollarization debate, winds of change in Poland and Chinese equities pressured by geopolitics

Oct 18, 2023

With buffers waning, most vulnerable corporates and sectors have been caught between a rock and hard place in 2023, with hospitality, transportation and wholesale/retail on the front line.

Oct 13, 2023

Fasten your bond belts, Italian spreads v. the ECB, CBAM day 1, India open for bond business and a call to action in honor of Nobel Claudia Goldin

Oct 12, 2023

The African continent is showing much greater resilience than expected, given the set of macro-financial conditions. Economic resilience and adaptability to prolonged political violence, events leading to business interruption and challenging financing conditions will set the stage for an acceleration in 2024-2025 as many growth enablers persist.

Oct 04, 2023

A trough in global economic activity is expected at the turn of the year followed by below-trend growth in 2024-25. Consumer demand will remain soft amid negative wealth effects and increasing precautionary savings.