Pulse: Global


Remarks at International Finance Forum 2022 Spring Meetings, April 27-28

Remarks made at the International Finance Forum Spring meeting 2022. Edited post-delivery to reflect China’s announcement of its first ESG disclosure guidance, officially published April 16 and to take effect June 1, 2022

The Caribbean in the Crossfire: Between Covid-19, Narcotics, China, and Russia’s Invasion of Ukraine

My newest work on how the combination of Covid-19, Russia's invasion of the Ukraine, PRC engagement in the Caribbean, and transnational organized crime dynamics, are gravely stressing and transforming the Caribbean.

The Struggle for the Soul of the Latin American Left

This report argues that the struggle between democratic elements and authoritarian populist elements of the increasingly dominant but diverse Latin American left will define the future of the region, with significant implications for the US.

Parallel Universes: EconVue Spotlight April 2022 - Has the 4th Estate Eaten Up the Other Three?

Most Russian experts and military strategists I follow doubted Putin would invade Ukraine. I agreed with their rational arguments, but here we are. I’m reminded of the Haruki Murakami novel 1Q84. The heroine alights from her taxi and gradually discovers that she is living in a world where everything is almost the same, except there are two moons. Since Covid began, I doubt I’m alone in feeling that I have somehow gotten off at the wrong stop, and am living in a hellishly perverse alternative universe.

The Transitional World Order: Implications for Latin America and the Caribbean

Russia’s invasion of Ukraine—indirectly underwritten by the People’s Republic of China (PRC) and with the Western response hampered by the threat of nuclear war—highlights a world transitioning away from the institutional, economic, and ideological order that has prevailed since the end of World War II. The transition will have significant and grave implications, and its dynamics are likely to be uneven, with the U.S. and democratic, market-oriented states likely to be some of the most adversely affected.

Russia’s Latest Return to Latin America

The indirect threat made by Russian Deputy Foreign Minister Sergei Ryabkov as the crisis in the Ukraine escalated in January 2022, that Russia could not rule out deploying military forces to Venezuela and Cuba, highlighted the strategic risks posed by Russia’s position in the Western Hemisphere.

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