Pulse: Global


A Dollar Reprieve

The dollar has reversed its seemingly inexorable rise, with the weighted average dollar index falling from its 10-year high at the end of September. While it is too early to detect a trend, this development, alongside a softening of interest rates, is a welcome reprieve for emerging markets and low-income countries.

Disentangling the Crypto Crash of 2022

A reckoning in the digital asset industry that started in June after the collapse of improperly collateralized investment assets gained new urgency in November. Following the professional and possibly legal improprieties that led to bankruptcy and chaos at the FTX cryptocurrency exchange, the industry is regrouping and putting distance between legitimate market participants and the grifters.

Bali and Cairo: A Challenging Set of Global issues Meets the Climate Emergency

The Bali Summit is occurring at a time of intensifying challenges facing the global economy.

Global Manufacturing: The Canary in the Coal Mine

The Purchasing Managers Index (PMI) is a forward-looking indicator based on monthly surveys of purchasing managers. As a “Diffusion Index”, values above 50 indicate expansion relative to the previous month, and below 50, contraction relative to the previous month.  As such, it is a key piece of the economic puzzle. There are several PMI indices: manufacturing, services and composite.  In this piece, the focus is on PMI Manufacturing

Japan's New Economy & Low Interest Rate Equilibrium - A Panel Discussion

Wednesday, October 26, 2022, 11AM CDT: EconVue Subscriber Event

You are invited to a panel discussion on Japan's outlier monetary policy with economists John Greenwood and Richard Katz, moderated by Lyric Hughes Hale. 

The IMF View: Broad Slowdown-or Does Everyone Hate the Fed?

The global economic horizon has darkened considerably in the past few weeks. Published at the outset of the annual IMF/World Bank October 2022 meetings, the IMF reports that it expects global economic growth to slow down from 6% in 2021 to 3.1% this year, and 2.7% next year. Of the three largest economies, the United States and the European Union may be heading to recession, while China’s economy is close to being flat.  This bleak economic picture is occurring as policymaking in major countries is in disarray.

Change of Edge - EconVue Spotlight October 2022

Are central banks overreacting to inflation? Are we in for a positive surprise?

Emerging Markets on the Cusp: Part Three - Emerging Markets Debt Crisis or Resolutions??

This article is the third of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Emerging Markets on the Cusp: Part Two- Emerging Markets and Global Risks

This article is the second  of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Hidden Damages: August Spotlight 2022

Is Covid just a dress rehearsal? What have we learned about living with our biological and geopolitical adversaries?https://www.washingtonpost.com/health/2022/08/19/long-covid-brain-effects/

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