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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。

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616 件

2025年10月20日

Bolivia’s Zombie Apocalypse, Part VI: The Virus Has Found Its Host

英語の概要です。日本語版は順次追加しています。

Fortun examines the financing and credibility required for Rodrigo Paz's gradual adjustment plans, emphasizing depleted reserves, fuel subsidies and the sequencing of external support.

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2025年10月12日

Bolivia’s Zombie Apocalypse, Part V: The Blackout Frontier

英語の概要です。日本語版は順次追加しています。

Fortun links declining gas production, rising electricity demand and costly fuel imports to the risk of energy shortages, describing a physical constraint beyond the election outcome.

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2025年10月9日IIF

Global Macro Views: Mission not Accomplished - U.S. Inflation Stuck in the 3% Zone

英語の概要です。日本語版は順次追加しています。

US inflation remains difficult to dislodge from the 3 percent range in this October 2025 assessment. Shelter and healthcare sustain services inflation, while goods prices follow divergent paths. Firm spending and elevated household inflation expectations complicate cautious Federal Reserve easing. The uneven composition of price increases makes apparent progress toward the target less convincing.

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2025年10月9日IIF

LatAm Views: Bolivia’s Day of Reckoning

英語の概要です。日本語版は順次追加しています。

Bolivia’s adjustment problem extends beyond its headline budget deficit. The October 2025 assessment places the deficit near 20 percent of GDP when state enterprises are included, alongside depleted external buffers and rigid spending. It forecasts weak growth and a break in the currency peg within a year, illustrating the difficult choices facing the incoming government.

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2025年10月8日IIF

IIF Capital Flows Tracker: October 2025

英語の概要です。日本語版は順次追加しています。

Debt inflows kept emerging market portfolio investment positive in September despite renewed equity withdrawals. The October tracker records $26.2 billion in net inflows, combining $31.1 billion entering debt with $4.9 billion leaving equities. China outflows and valuation constraints signal vulnerabilities beneath the relative stability of aggregate debt demand.

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2025年9月25日IIF

Global Macro Views: Sub-Saharan Africa's New External Reality

英語の概要です。日本語版は順次追加しています。

Sub Saharan Africa faces a changing financing landscape as trade tensions intensify and traditional donors reduce aid. Investment from China, India, Gulf countries and African investors opens new possibilities in minerals, renewable energy and digital infrastructure. Realizing those gains depends on governance, regional integration and credible fiscal policies that can attract lasting capital amid greater volatility.

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2025年9月18日IIF

Global Macro Views: Fragmented U.S. Labor Market Masks True Slack

英語の概要です。日本語版は順次追加しています。

National employment indicators increasingly conceal differences across US states. Diverging participation, unemployment and immigration patterns change how labor market slack should be interpreted. Reduced arrivals of foreign workers place uneven pressure on labor supply and distort wage and unemployment signals. These regional differences make comparisons with earlier cycles less reliable and complicate Federal Reserve policy calibration.

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2025年9月16日

Bolivia’s Zombie Apocalypse, Part IV: Bitten at the Pump... the Shape of Things to Come

英語の概要です。日本語版は順次追加しています。

Fortun compares fuel-subsidy reforms abroad with Bolivia's constraints, warning that price shocks and weak political capacity make the impending adjustment socially difficult.

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