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Trading geopolitics: The US-Chinese capital markets

EconoGraphics May 9, 2022

Deploying QT – The Fed readies its new tool to fight inflation

By Ole Moehr

June 1 onwards, the Fed will begin to reduce the size of its balance sheet, i.e., conduct quantitative tightening. But how does QT work, what are its goals, and are there potential risks of the policy?
Economy & Business Europe & Eurasia
Trading geopolitics: The US-Chinese capital markets

Econographics Apr 29, 2022

Wargaming a Western Freeze of China’s Foreign Reserves

By Hung Tran

China’s new Financial Stability Law creates a new framework for furthering financial stability in the country. This has implications for the United States, which is undergoing fiscal tightening, as well as emerging markets, where portfolio capital has begun flowing outward.
China East Asia
Trading geopolitics: The US-Chinese capital markets

Econographics Apr 21, 2022

The North-South divide is growing. Can a new Bretton Woods help?

By Amin Mohseni-Cheraghlou

The growing divide is under the scanner as US Treasury Secretary Yellen and Colombian Finance Minister Restrepo both voiced a need to modernize the institutions.

Americas China

Latest analysis

Econographics

Aug 3, 2022

Trading geopolitics: The US-Chinese capital markets

By Elmar Hellendoorn

Increased Chinese-Western capital market integration is just one scenario. Instead, ”strong decoupling” or “muddling through” may prove more likely.

China Economy & Business

Econographics

Aug 2, 2022

The global slowdown: Why Sub-Saharan Africa is so important

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

The global community, with the leadership of the IMF and the World Bank, needs to focus on Sub-Saharan Africa. While the population in countries that have moved into the high-income and upper middle-income categories are now aging rapidly, Sub-Saharan Africa is home to one of the world’s youngest population structure. In addition to lifting hundreds of millions of people out of poverty in this region, sustained and inclusive growth over the next two decades in Sub-Saharan Africa could contribute to the growth in the global economy.

Africa Economy & Business

Econographics

Jul 28, 2022

Keeping everyone in the club: How sanctions complicate the Bretton Woods Institutions’ job

By Mrugank Bhusari, Maia Nikoladze, Amin Mohseni-Cheraghlou

With a voting majority at the Bretton Woods Institutions, the G7 and EU can collectively ask the institutions to comply with their sanctions. This is complicating the IMF and World Bank’s functions.

Economic Sanctions Economy & Business

Econographics

Jul 28, 2022

When does an economy enter recession?

By Charles Lichfield, Sophia Busch

US GDP growth was negative for two consecutive quarters, fulfilling textbook definitions of a recession. Regardless of definition, this period of contraction is different from previous periods with a much tighter labor market.

Economy & Business International Markets

Econographics

Jul 26, 2022

Slow growth exacerbates China’s financial stability risks

By Hung Tran

China’s slowing growth, if left unchecked, will threaten its small- and medium-sized banks. This “Achilles’ heel” of its banking system will be further weakened by spreading problems in the property sector.

China Economy & Business

Econographics

Jul 14, 2022

The Euro at parity with the USD: Implications for the global economy

By Hung Tran

The difficult challenges facing the Euro Area and actions taken to calm inflation in the US make it difficult for the EA and other countries to undertake their own policy measures to counter the looming stagflation and recession threats.

Economy & Business Europe & Eurasia

Econographics

Jul 13, 2022

Ukraine needs more international support

By Hung Tran and Charles Dallara

As the war in Ukraine becomes severely protracted, the international community by advancing Ukraine’s proposed roadmap to end the war and clarifying its economic policies in response to Russian aggression.

Economic Sanctions Economy & Business

Econographics

Jul 13, 2022

Emerging markets need new engines of growth

By Niels Graham

External tailwinds such as trade, interest rates, and commodity prices propelled emerging market growth throughout the 2000s. However, as the global macroeconomic backdrop shifts these conditions are increasingly becoming headwind risks.

Economy & Business Macroeconomics

EconoGraphics

Jun 30, 2022

Global Sanctions Dashboard: Russia default and China secondary sanctions

By Charles Lichfield, Maia Nikoladze and Castellum.AI

Russia’s default on sovereign debt; EU oil ban; China secondary sanctions threat; Middle Eastern illicit networks

China East Asia

EconoGraphics

Jun 29, 2022

Trouble for Emerging Markets could spell trouble for all

By Jeff Goldstein

With emerging markets in a difficult position, they should be encouraged to use capital controls in some circumstances, develop more effective debt resolution programs, and acquire funds from advanced economies and international financial institutions.

Economy & Business Financial Regulation
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Content

Econographics

Aug 3, 2022

Trading geopolitics: The US-Chinese capital markets

By Elmar Hellendoorn

Increased Chinese-Western capital market integration is just one scenario. Instead, ”strong decoupling” or “muddling through” may prove more likely.

China Economy & Business

Econographics

Aug 2, 2022

The global slowdown: Why Sub-Saharan Africa is so important

By Amin Mohseni-Cheraghlou and Naomi Aladekoba

The global community, with the leadership of the IMF and the World Bank, needs to focus on Sub-Saharan Africa. While the population in countries that have moved into the high-income and upper middle-income categories are now aging rapidly, Sub-Saharan Africa is home to one of the world’s youngest population structure. In addition to lifting hundreds of millions of people out of poverty in this region, sustained and inclusive growth over the next two decades in Sub-Saharan Africa could contribute to the growth in the global economy.

Africa Economy & Business

Econographics

Jul 28, 2022

Keeping everyone in the club: How sanctions complicate the Bretton Woods Institutions’ job

By Mrugank Bhusari, Maia Nikoladze, Amin Mohseni-Cheraghlou

With a voting majority at the Bretton Woods Institutions, the G7 and EU can collectively ask the institutions to comply with their sanctions. This is complicating the IMF and World Bank's functions.

Economic Sanctions Economy & Business

Econographics

Jul 28, 2022

When does an economy enter recession?

By Charles Lichfield, Sophia Busch

US GDP growth was negative for two consecutive quarters, fulfilling textbook definitions of a recession. Regardless of definition, this period of contraction is different from previous periods with a much tighter labor market.

Economy & Business International Markets

Econographics

Jul 26, 2022

Slow growth exacerbates China’s financial stability risks

By Hung Tran

China's slowing growth, if left unchecked, will threaten its small- and medium-sized banks. This "Achilles' heel" of its banking system will be further weakened by spreading problems in the property sector.

China Economy & Business

Econographics

Jul 14, 2022

The Euro at parity with the USD: Implications for the global economy

By Hung Tran

The difficult challenges facing the Euro Area and actions taken to calm inflation in the US make it difficult for the EA and other countries to undertake their own policy measures to counter the looming stagflation and recession threats.

Economy & Business Europe & Eurasia

Econographics

Jul 13, 2022

Ukraine needs more international support

By Hung Tran and Charles Dallara

As the war in Ukraine becomes severely protracted, the international community by advancing Ukraine’s proposed roadmap to end the war and clarifying its economic policies in response to Russian aggression.

Economic Sanctions Economy & Business

Econographics

Jul 13, 2022

Emerging markets need new engines of growth

By Niels Graham

External tailwinds such as trade, interest rates, and commodity prices propelled emerging market growth throughout the 2000s. However, as the global macroeconomic backdrop shifts these conditions are increasingly becoming headwind risks.

Economy & Business Macroeconomics

EconoGraphics

Jun 30, 2022

Global Sanctions Dashboard: Russia default and China secondary sanctions

By Charles Lichfield, Maia Nikoladze and Castellum.AI

Russia's default on sovereign debt; EU oil ban; China secondary sanctions threat; Middle Eastern illicit networks

China East Asia

EconoGraphics

Jun 29, 2022

Trouble for Emerging Markets could spell trouble for all

By Jeff Goldstein

With emerging markets in a difficult position, they should be encouraged to use capital controls in some circumstances, develop more effective debt resolution programs, and acquire funds from advanced economies and international financial institutions.

Economy & Business Financial Regulation
Load More