Jonathan Fortun

Research

From global markets to questions of development, money and economic activity.

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Global Macro Views: US – China Trade Decoupling

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Global Macro Views: Robustness of our Devaluation Results

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Economic Views: EM Fiscal Adjustment

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Global Macro Views: Capital Flows and EM Positioning

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Global Macro Views: Where is Russia keeping its 2022 Energy Windfall?

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Global Macro Views: How Big is Dollar Long Positioning?

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Global Macro Views: US Inflation and the COVID Supply Shock

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Global Macro Views: US Supply Chain Disruptions

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