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。
920 件
英語の概要です。日本語版は順次追加しています。
Fortun discusses the institutions and policy consistency that could sustain investor confidence in Mexico, including fiscal management, the central bank and Pemex.
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。
Growth across the United States, Europe and Japan rests on increasingly narrow sources of strength. US investment in artificial intelligence masks softer labor and demand conditions, Europe struggles with weak investment, and Japan normalizes policy cautiously. Lower US yields may help emerging markets, but sustained inflows depend on credible fiscal and macroeconomic frameworks rather than favorable financing alone.
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。
Artificial intelligence and digital payments are moving technological disruption into the center of macroeconomic analysis. Introducing a series on growth, trade and capital allocation, this overview examines early signals from US investment spending and international financial flows. AI investment is already contributing to activity, although its magnitude remains difficult to estimate, making consistent measurement essential.
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 assesses the financing and credibility constraints on the incoming Bolivian government's gradual stabilization plans.
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。
Bloomberg reports on Rodrigo Paz’s proposed response to Bolivia’s fuel and dollar shortages after his election. Citing Jonathan Fortun’s written analysis, it highlights how a gradual adjustment depends on financing, credibility and the prospect of IMF support.
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 examines the financing and credibility required for Rodrigo Paz's gradual adjustment plans, emphasizing depleted reserves, fuel subsidies and the sequencing of external support.
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 contrasts the sovereign-bond rally after Bolivia's election with continued uncertainty in the parallel currency market and unresolved fiscal imbalances.
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。
Coverage cites Fortun's assessment of Bolivia's depleted public finances and the difficult pace of adjustment facing the next government.
詳細を見る