Explore the Triffin dilemma explained: why global reserve currency issuers must run chronic deficits, gold convertibility collapse, and SDR alternatives.
The IMF World Economic Outlook for October 2026 sees global growth at 3.1% and inflation at 4.7%. See forecasts for the US, China, India and…
Explore the global sovereign debt overhang, the mathematical sustainability of high debt in a higher-for-longer interest rate regime, and restructuring mechanisms.
Investigate geoeconomic fragmentation, trade realignment (friend-shoring), and the resurgence of industrial policy reshaping the global economy.
Examine the divergence of global interest rates, policy spillovers, and the specific macroeconomic risks facing emerging markets in a high-rate environment.
Analyze the global inflation outlook, focusing on structural drivers, supply chain realities, and central bank monetary policy challenges.
IMF Annual Meetings 2026 open in Bangkok on 12 October. The July baseline, the key risks and what emerging markets should watch in the 13…
Explore the Impossible Trinity: why no country can simultaneously maintain a fixed exchange rate, free capital flows, and sovereign monetary policy.
China’s deflation is not a slowdown — it’s a structural trap with a precise mechanism, a Japan parallel, and consequences that reach every economy on…
The International Monetary Fund has distributed over one trillion dollars in loans. And the countries that received them are, on average, poorer today than when…