Jonathan Fortun

Research

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

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Global Macro Views: Updating our EM FX Fair Values

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GMV: COVID-19 Capital Flow Exodus from EM

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Global Macro Views: The Competitiveness Gap in the Euro Zone

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Capital Flows Tracker: The Snapback (November 2020)

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Macro Notes: Lower FX Pass-Through in Emerging Markets

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GMV: COVID-19 and the Missing Inflation Puzzle

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IIF Capital Flows Tracker - October 2022

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IIF Capital Flows Tracker: July 2023

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