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
A strong dollar and sustained US rate pressure are testing emerging market balance sheets. We map the stress points, identify which sovereigns…
Goods inflation has retreated but services remain stubbornly elevated at nearly 4% YoY. We examine whether the Fed can achieve its 2%…
The Federal Reserve and European Central Bank are on divergent paths for the first time in years. With the ECB at 2.00%…