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。
923 件
英語の概要です。日本語版は順次追加しています。
Resilient services offered support for global activity despite weak manufacturing in October 2019. Jonathan Fortun and Sergi Lanau emphasize the large contribution of services to growth while identifying economies more exposed to industrial swings. Germany, Japan, China, Indonesia and Korea stood out as vulnerable to the manufacturing cycle.
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。
Recession fears, trade tensions and weak emerging market currencies framed the macroeconomic questions for the IIF’s October 2019 Annual Meetings. Jonathan Fortun and Robin Brooks argued that fears of a US and global recession were overstated and that limited supply chain damage left scope for a rebound after a trade truce. They also examined why a positioning overhang was preventing emerging market currencies from benefiting as usual from a more accommodative Federal Reserve.
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 discusses how Federal Reserve policy supports international liquidity and affects investment conditions for emerging markets.
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。
Which Asian economies could absorb production shifting away from China under US tariffs? Gene Ma, Jonathan Fortun and Reza Siregar compare production structures using input and output tables in October 2019. Many economies specialized in commodities and simpler consumer goods, while Korea and Taiwan stood out for their presence in sophisticated manufacturing.
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。
Slower US job creation in October 2019 did not necessarily signal an approaching recession. Jonathan Fortun and Robin Brooks placed the deceleration within a longer trend of tightening labor conditions. Their interpretation was that a maturing labor market could generate fewer additional jobs without implying a deterioration in the broader economic cycle.
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。
Portfolio investment returned strongly to emerging markets in September 2019. Jonathan Fortun reports debt inflows of $27.6 billion and a simultaneous recovery in equities. The tracker also distinguishes these securities flows from the broader net capital flow measure, which recorded $30.9 billion entering emerging markets in August.
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。
Argentina faced persistently large public financing requirements in September 2019. Jonathan Fortun, Martín Castellano and Sergi Lanau explain why substantial debt holdings within the public sector did not eliminate refinancing risk. Most immediate debt service fell on bonds governed by domestic law, an important distinction for understanding the financing challenge.
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。
Retail job losses in September 2019 reflected the declining market share of physical stores without eliminating their efficiency gap with online commerce. Jonathan Fortun and Robin Brooks distinguished that sectoral adjustment from stronger overall US hiring, then running near 150,000 jobs per month against roughly 80,000 needed to keep unemployment stable. They saw scope for unemployment to fall further, rather than treating retail contraction as evidence of general labor market weakness.
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