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Geopolitical conflict threatens yet another shipping choke point
Transport & Logistics
Trade

Geopolitical conflict threatens yet another shipping choke point


The Strait of Hormuz is now in focus as global trade concerns mount

Inga Fechner, Rico Luman and Warren Patterson

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FX Talking: Playing the long dollar game

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Indonesia
Listen: Emerging markets remain resilient amid uncertainty

Listen: Emerging markets remain resilient amid uncertainty

Emerging markets set to outperform developed markets in next two years

‘May he live in interesting times’

Rarely have predictions for an upcoming year been so difficult and wide-ranging. But we are sure of some things, and we are doing our best to help you…

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FX Talking: Playing the long dollar game
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Our call on global inflation
Our call on global inflation
Our 3 calls for global politics
Our 3 calls for global politics
Transport & Logistics
Watch: Is globalisation dead?
Three Omicron scenarios for the global economy
Three Omicron scenarios for the global economy
Bulgaria
Croatia
Czech Republic
...
EM Sovereign Credit: Vulnerabilities from external financing conditions
EM Sovereign Credit: Vulnerabilities from external financing conditions
Poland
Russia
Turkey
IMF World Economic Outlook: A diverging growth path for emerging markets
IMF World Economic Outlook: A diverging growth path for emerging markets
South Africa
South Africa: High fiscal consolidation commitment but weak budget viability
South Africa: High fiscal consolidation commitment but weak budget viability
Bulgaria
Croatia
Czech Republic
...
Emerging Markets: Growth and fiscal insights from IMF’s economic update
Emerging Markets: Growth and fiscal insights from IMF’s economic update

FX

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Report FX
FX Talking
FX Talking: Playing the long dollar game
FX Talking: Playing the long dollar game
FX
South Africa
South African elections to bring new challenges for ruling ANC
South African elections to bring new challenges for ruling ANC
Report FX
FX Talking
FX Talking: Under Starter's Orders
FX Talking: Under Starter’s Orders
FX
Egypt: Reforms picking up steam
Egypt: Reforms picking up steam

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EM Sovereigns: IMF remains cautious on World Economic Outlook
EM Sovereigns: IMF remains cautious on World Economic Outlook
Credit
EM Credit Supply: Lightning start to year but slowdown begins
EM Credit Supply: Lightning start to year but slowdown begins
Credit
South Africa
South Africa: Key takeaways from the 2023 budget
South Africa: Key takeaways from the 2023 budget
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Listen: Alarm bells ring for emerging markets
Listen: Alarm bells ring for emerging markets