Jul 01, 2021

It is too soon to tell the long-term effects of the Covid-19 crisis on inequality in Latin America, but income and labor markets already seem to be Patient Zero.

Jun 30, 2021

With ~18% of global outstanding debt currently yielding in negative territory, investors are increasingly looking for yield-enhancing opportunities in higher risk Emerging Market assets.

Jun 24, 2021

The Covid-19 pandemic and related global economic crisis triggered an unprecedented shift in public debt sustainability in the developing world.

Jun 23, 2021

Building back stronger? Only 27% of all respondents believe that the Covid-19 crisis will strengthen solidarity in the EU (Germany: 23%, France: 27%, and Italy 30%)

Jun 17, 2021

The Covid-19 pandemic not only caused millions of premature deaths, but it had also an impact on the number of births. In high-income countries the number of live births declined to record lows in 2020 as pregnancies were postponed.

Jun 15, 2021

After reflation, stagflation? While in the real economy the “Grand Reopening” party has just started, bond markets are seemingly positioned for a prolonged stagflationary scenario. Headline CPI reached 5% y/y in May but yields retreated.