研究から広がる視点と考察。
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。
919 件
英語の概要です。日本語版は順次追加しています。
Fortun argues that China's financial-account dynamics make a very large, persistent yuan undervaluation harder to reconcile with the evidence, while allowing for a more moderate misalignment.
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。
Disruption linked to Iran is spreading beyond crude prices into refined products, industrial inputs and logistics. The ceasefire shifts the near-term baseline toward gradual normalization, but emerging Asia remains especially exposed. A failed truce or slow reopening could amplify losses through production networks. Even a lasting ceasefire would leave an inflation shock and difficult policy choices rather than immediately restore pre-shock conditions.
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 explains how the March energy-price shock and tighter global financial conditions complicated Mexico's disinflation and debt-market flows.
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 argues that recent reforms offer limited relief while financing constraints, weak investment and foreign-currency shortages continue to restrain growth.
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 assesses how commodity support and carry returns cushioned Latin American investment flows during global risk aversion.
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 assesses how commodity support and carry returns cushioned Latin American investment flows during global risk aversion.
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。
Russia benefits from higher prices for oil supplied outside the Strait of Hormuz, with narrower discounts lifting export earnings despite broadly stable seaborne volumes. The fiscal windfall is constrained by Ukrainian attacks on infrastructure and domestic frictions. If wider escalation depresses global demand, the gains could prove short-lived.
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 long the conflict persists separates three oil-price scenarios for 2026, with average Brent prices around $85, $102 or $135. The analysis explains how declining inventory buffers can shift adjustment toward prices, with particular pressure in Asian physical markets. Longer disruption raises the risk of disproportionately large price increases, adding to inflation and complicating monetary policy through tighter financial conditions.
論文を読む