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。
US disinflation in early 2024 was uneven across spending categories. Services remained a source of persistent pressure, with shelter helping explain the latest strong consumer price reading. The February assessment connects those remaining inflation pressures to the Federal Reserve's cautious communication, despite progress elsewhere in the price index.
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。
Unusually large capital withdrawals from China suggested a change in how investors assessed geopolitical exposure after Russia's invasion of Ukraine. The February 2024 analysis identifies Latin America as a potential beneficiary of portfolio rebalancing. Less restrictive central banks and stronger international debt issuance could further support emerging economies outside China.
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。
Financial conditions, business surveys and the relationship between employment and inflation offered mixed signals about the timing of Federal Reserve easing in February 2024. While much of the evidence suggested waiting until at least June, the analysis argued that normalizing inflation justified a more accommodative stance by May. These were competing assessments at that historical date.
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 identifies expectations of a more accommodative Federal Reserve as a prospective driver of emerging-market inflows after strong January bond issuance.
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。
January 2024 portfolio investment in emerging markets was dominated by debt demand. The IIF reported net inflows of $35.7 billion, alongside $42.7 billion into debt and $6.9 billion in equity withdrawals. Chinese stocks lost $3.2 billion. The reported figures show how bond inflows offset continued equity selling.
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。
Cooling inflation complicated the timing of Japan's exit from yield curve control in early 2024. Wage negotiations were central to establishing a firmer basis for policy normalization. The February assessment retained an expectation of an exit by July, while recognizing that Governor Ueda's communication could alter the timetable.
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。
The recovery after COVID raised the possibility of escaping the weak growth and low inflation that followed the global financial crisis. By January 2024, renewed shortfalls relative to earlier growth paths suggested otherwise, particularly in China and Europe. The analysis links those output gaps to the possibility of returning to a subdued inflation environment.
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。
Real effective exchange rates can reveal conspicuous currency misalignments even before applying a full current account model. The January 2024 review uses this perspective to examine emerging market valuations and highlights Egypt, Pakistan and Ukraine as potential cases of overvaluation. It presents a diagnostic assessment rather than a prediction of when an adjustment would occur.
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