世界の金融市場から、開発、通貨、経済活動をめぐる問いへ。
主な各カテゴリーの最近の掲載分から、日本語の概要を追加しています。原典のタイトルは原語のまま掲載し、未翻訳の概要は英語で表示します。
606 件
英語の概要です。日本語版は順次追加しています。
Stronger productivity and prospective changes in US fiscal, labor and trade policy motivate a reassessment of the neutral interest rate. The December 2024 analysis links higher potential output with persistent inflation pressures and market expectations, arguing that the interest rate baseline should adjust to a more resilient economy.
論文を読む英語の概要です。日本語版は順次追加しています。
Europe faces tariff exposure on top of rising production costs and tougher competition from China. The November 2024 assessment identifies German autos and Italian machinery as particularly vulnerable, while examining opportunities in green technology and advanced manufacturing. It separates the ECB's inflation mandate from the fiscal and trade measures needed to improve competitiveness.
論文を読む英語の概要です。日本語版は順次追加しています。
How much of the announced US tariff agenda would become policy? This November 2024 analysis contrasts markets' apparent expectation of bargaining tactics with the consequences of full implementation. Supply chain disruption, weaker global growth and possible Chinese retaliation would create uneven risks and opportunities across emerging economies.
論文を読む英語の概要です。日本語版は順次追加しています。
October 2024 brought only $1.9 billion in net portfolio inflows to emerging markets. Debt inflows of $27.4 billion almost entirely offset $25.5 billion in equity withdrawals, including $9 billion from Chinese stocks. The aggregate masks a sharp divergence between demand for bonds and selling in equity markets.
論文を読む英語の概要です。日本語版は順次追加しています。
The immediate market response to Trump's 2024 election victory is weighed against the longer implications of his policy agenda. Tax cuts and deregulation could support activity, while fiscal expansion, tariffs and tighter immigration could add inflation and financing pressures. A stronger dollar would transmit part of that adjustment to emerging borrowers.
論文を読むジョナサン・フォルトゥンがクレイ・ロウリーとの対談で、日本の選挙、日本銀行の政策措置、最近の経済・政治情勢が持つ意味を議論する。国内政治と金融政策を別々の話題としてではなく、日本経済を理解するための関連した論点として取り上げる。日本の動向を国際的な視点から捉えたい読者に向けた、IIFの対談番組である。
詳細を見る英語の概要です。日本語版は順次追加しています。
Discussions at the 2024 Annual Meetings highlighted a resilient expansion alongside unresolved financial and geopolitical risks. Federal Reserve and ECB easing promised support for liquidity, but fiscal choices and political developments could limit further cuts. China's subdued growth, volatile capital flows and oil prices complicated the outlook for emerging economies.
論文を読む英語の概要です。日本語版は順次追加しています。
The October 2024 global outlook turns on the interaction of policy shifts, geopolitical shocks and unexpected economic data. US fiscal deficits and possible oil price increases threaten disinflation, while China's weak recovery affects trade and commodities. Emerging economies remain resilient, but domestic inflation and divergent policy paths leave the balance of growth risks unsettled.
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