Global Macro | English

Pandemic, War, and Global Value Chains

October 2, 2022

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Is the U.S. Economy in Recession?

July 30, 2022

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Tightening Financial Conditions Have Affected Asset Values

July 3, 2022

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Quantitative Tightening and Capital Flows to Emerging Markets

June 25, 2022

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Slowbalization, Newbalization, Not Deglobalization

June 1, 2022

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The Global Food Price Shock

May 18, 2022

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Biggest Commodity Price Shock in Fifty Years

May 6, 2022

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Dollar dominance will remain

March 29, 2022

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War in Ukraine and Risks of Stagflation

March 15, 2022

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Sanctions against Russia resemble boxing matches

March 4, 2022

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The Post-Pandemic Great Reset

December 18, 2021

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Decarbonization and “Greenflation”

December 10, 2021

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Supply Chain Disruptions and Bottlenecks Dampen the Global Economic Recovery

November 3, 2021

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Permanent Output Losses From the Pandemic

October 21, 2021

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The Road to Decarbonization

September 8, 2021

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