The Fed’s Long Lag: Rate Policy Still Working Through
Monetary policy reaches the real economy on a delay, and the interest sensitive channels that transmit it are still absorbing the tightening…
Jul 7, 2026
Emerging Market Debt Under Pressure: Identifying the Stress Points
A strong dollar and sustained US rate pressure are testing emerging market balance sheets. We map the stress points, identify which sovereigns…
Apr 22, 2026David Okafor
Inflation’s Second Chapter: Sticky Services and the Soft-Landing Debate
Goods inflation has retreated but services remain stubbornly elevated at nearly 4% YoY. We examine whether the Fed can achieve its 2%…
Apr 8, 2026Mei Chen
Central Bank Divergence: What the Fed-ECB Split Means for Global Capital
The Federal Reserve and European Central Bank are on divergent paths for the first time in years. With the ECB at 2.00%…
Mar 25, 2026Jonathan Hartley