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Emerging Insights
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Apr 29, 2024
Profit comes with complex costs for multinationals operating in wartime Russia
As the war in Ukraine persists, western multinational companies operating in Russia find themselves in an increasingly intricate and...
Feb 19, 2024
Macroeconomic divergence accelerates, complicating global policymaking
The global economy is exhibiting increasing signs of divergence, with the United States charting a course of robust growth while other...
Feb 13, 2024
Emerging market macroeconomic risks change natural gas market structure
Natural gas markets are shifting from short-term spot market trading toward long-term contracts as developing economies seek to lock in...
Feb 13, 2024
Bad policy compounds China’s structural slumpÂ
China's economy shows increasing signs of deflationary pressure as consumer prices sink at the fastest pace in 15 years. January's 0.8%...
Feb 13, 2024
Economic policy is increasingly being used for conflict between EMs
Economics and defense policy is an odd intersection. Pure-play economics people tend to underplay defense’s importance as it's been built...
Feb 12, 2024
Global Economics 2/12/24
Welcome to the first edition of Global Economics Brief, CEE’s weekly guide to the markets, policies, and politics moving the...
Feb 7, 2024
Russia sees strong growth, but unorthodox policies come at a cost
Russia’s Remarkable Recovery The IMF year’s world economic outlook forecasted the Russian economy grew 2.6% in 2024, double expectations...
Dec 8, 2023
EU AI Act Undermines European Competitiveness…Again
Well-meaning EU regulations, from privacy to competition policy, have tended to accidentally favour big American tech firms over scrappy...
Dec 2, 2023
Resource restrictions spreads across emerging economies
In an era marked by pressing demands for development and environmental responsibility, the world witnesses a nuanced transformation in...
Dec 1, 2023
Investors celebrate Milei’s win but Argentina faces difficult path
Investors are celebrating the unexpected victory of radical libertarian Javier Milei in Argentina's presidential election, as both stocks...
Dec 1, 2023
Polish growth looks strong as EU releases recovery funding
Brussels approved an advance payment of €5.1 billion to Poland as part of long-delayed EU pandemic recovery funds. The move comes ahead...
Nov 27, 2023
Russia's Oil Trade Challenges Amid Currency Payment Drawbacks
Russia's robust oil trade, a significant source of revenue since Western sanctions, faces a critical juncture due to challenges...
Nov 27, 2023
Serbia inks Azerbaijan gas deal
Serbia this week became the eighth European country to sign gas supply agreements with Azerbaijan. The two nations solidified nascent...
Nov 21, 2023
Milei Wins Argentine Elections, but Economic and Political Realities Undermine Radical Aims
Javier Milei's recent electoral triumph in Argentina marks a significant shift in a trend sweeping across Latin America. Fueled by...
Nov 20, 2023
Emerging economies pushing for greater pharmaceutical self-reliance
Emerging economies pushing for greater pharmaceutical self-reliance Countries like South Africa and Colombia, previously left behind in...
Nov 13, 2023
Labor market tightness risks strong performance in Eastern Europe
Labor market tightness risks strong performance in Eastern Europe The International Monetary Fund (IMF) has cautioned that the rapid wage...
Nov 13, 2023
IMF hardens stance on failing Argentina program
The IMF has intensified its scrutiny of Argentina’s $44 billion loan program as the country grapples with triple-digit inflation and...
Nov 6, 2023
Developing countries struggle to afford rising climate resilience costs
Developing countries require up to $387 billion annually to address the escalating impacts of climate change, according to a UN study...
Nov 6, 2023
Middle East economies see record capital outflows
In October, foreign investors withdrew a record amount from U.S. equity funds linked to Saudi Arabia amid heightened violence in the...
Nov 6, 2023
Paraguay sees record FDI on strong macroeconomic stability
In a recent report by the Central Bank of Paraguay, it was revealed that direct investment in the South American nation reached an...
Oct 27, 2023
EM currencies recover from losses but China slowdown threatens structural slowdown
Emerging market currencies, battered for most of 2023, are expected to take until next year to register substantial gains against a...
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