Sovereign Debt in Developed Markets: Slow-Moving Risk or Priced In?
Developed market sovereign debt loads have climbed to levels that once belonged to emerging markets, but the repricing risk sits less in…
Jul 21, 2026
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