From War in Ukraine to Stalled Nuclear Talks - Iran & the Limits of Status Quo
Argentina could pay more than USD20bn in interest to the IMF over the next decade.
It's not clear how the buyback can be used to support the currency—nor if this is a sensible use of scarce resources
December CPI saw disinflation once more, but weaker service inflation will be needed to reassure the Fed
The rise in Japanese holdings of foreign bonds had an enormous impact on global markets between 2011 and 2020. Now, global markets will have to adapt to…
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The public sector has lost out since the pandemic, but so too have others
An emboldened, but more centrist-focussed Lula?
More musings scanning an arbitrary horizon
and
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Money: Inside and Out