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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。
616 件
英語の概要です。日本語版は順次追加しています。
Borrowing against securities can accelerate a market correction without predicting when one will begin. This analysis emphasizes changes in margin debt rather than its record level, tracing how collateral losses and forced deleveraging interact with tightening liquidity. A US unwind can transmit stress abroad through emerging market currencies, credit spreads and capital flows.
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。
Bonds dominated emerging market portfolio inflows in August, attracting $41.5 billion of the $44.8 billion total reported in September. Equities received just $3.3 billion. The positive headline therefore masks weaker equity momentum and tighter valuation constraints, highlighting the importance of distinguishing the composition of inflows from their aggregate size.
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。
Fortun argues that unsterilized domestic gold purchases expand liquidity and transmit fiscal strain into inflation, exchange-rate distrust and deteriorating monetary control.
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。
Fortun connects the political transition with opaque gold-backed financing and growing pension-fund exposure to public debt, arguing that these arrangements restrict future policy choices.
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。
Private US hiring had slowed sharply by August 2025, with employment gains increasingly confined to healthcare and education. Immigration restrictions reduced labor supply, helping keep unemployment low even as job creation weakened. Inflation also eroded real income growth. Together, these forces left the Federal Reserve balancing a softer labor market against price pressure from tariffs.
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。
Tariff costs begin reaching import and producer prices as inventory cushions run down, while immigration restrictions complicate the reading of US employment data. Manufacturing and private construction weaken even as overall demand appears resilient. This August 2025 assessment asks whether renewed inflation could arrive before growth slows enough to give the Federal Reserve room to ease.
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。
Fortun interprets Bolivia's election as a reshuffling of established political forces and compares the fiscal, financing and institutional obstacles awaiting the next government.
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。
Equities led July’s $55.5 billion in emerging market portfolio inflows, taking $39.2 billion compared with $16.3 billion for debt in the August release. The strong total reflects supportive conditions, but the outlook remains sensitive to policy changes and dollar movements that could rapidly reverse investor momentum.
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