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。
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英語の概要です。日本語版は順次追加しています。
Fortun connects Bolivia's parallel dollar rate with foreign-currency scarcity and declining confidence in macroeconomic policy.
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 sustained high Treasury yields could widen spreads and raise Latin America's external financing costs.
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。
Rising Japanese government bond yields in May 2025 reflect monetary normalization, inflation expectations and term premiums in this assessment. A stronger yen, contained credit risk measures and solid auctions support that reading. Private investors absorb supply as the central bank steps back, suggesting an adjustment in market pricing rather than a loss of fiscal confidence.
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 a US remittance tax could reduce household income and consumption in recipient economies.
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 how depleted reserves undermine Bolivia's exchange-rate anchor and complicate trade financing.
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。
Exchange rates increasingly transmit economic and political shocks across borders. A softer dollar offers emerging markets some relief, yet credit spreads and term premiums can outweigh that benefit in financing conditions. Policy uncertainty and shifting investor positions amplify currency movements, while dollar liquidity remains central during stress despite gradual reserve diversification.
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 why a softer dollar has not automatically improved long-term borrowing costs or global liquidity.
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。
April’s near balance in emerging market portfolio flows conceals a sharp divide between asset classes. The May tracker reports $0.2 billion in net outflows, as $9.7 billion entering debt nearly offset $9.9 billion leaving equities. China supplied all net debt inflows, while debt markets elsewhere in the emerging world recorded withdrawals.
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