Perspectives connected to the research.
919 results
Fortun interprets February's slower emerging-market inflows as normalization after an exceptional January rather than a fundamental deterioration in investor appetite.
View detailsA FLAR webinar on the outlook and risks for capital flows in Latin America, with discussion of global capital allocation, macroeconomic policy and financial stability.
View detailsFortun discusses how a possible exchange-rate adjustment could interrupt Bolivia's disinflation and why a lower monthly reading does not yet restore price stability.
View detailsJapan faces an energy shock concentrated in its reliance on Middle Eastern supply routes. A 20 percent increase in Brent would raise its fuel bill by roughly half a percentage point of GDP and lift headline inflation by around 0.6 percentage points under baseline assumptions. Yen weakness and sharper gas prices could amplify the shock, narrowing room for fiscal support and monetary normalization.
Read the workFortun compares today's oil-price transmission with the 1970s, emphasizing lower global oil intensity.
View detailsFortun assesses how higher oil prices pass through to inflation and constrain Latin American interest-rate cuts.
View detailsQuiet capital flow data can coexist with mounting pressure for dollars. Where financial intermediation is fragmented, adjustment may appear in prices and liquidity buffers instead. Stablecoins add channels through which that pressure can be absorbed without replacing capital flows themselves. Diagnosing emerging market stress therefore requires examining payment infrastructure alongside conventional balance of payments measures.
Read the workFortun distinguishes sovereign borrowing costs from debt stocks and compares financing conditions across countries.
View details