Pulse: Macro


Toward a Strategy for Responding to the PRC in Latin America

The work argues that the problem is not the “lack of a strategy,” but ensuring that the strategies that we apply are appropriate, adequately resourced and coordinated, and the tools we use are up to the task. In addition to concisely stating the nature of the risks to the US and the region arising from some dimensions of PRC engagement, the recommendations advanced by the work include: (1) holding the line for Western corporations, strategic technologies and liberal institutions, (2) helping our partners to strengthen their institutions to get a better deal from their work with the PRC and other actors; (3) fixing, rightsizing and better coordinating our institutional tools for competing, (4) improving our data supported messaging, and (5) advancing clear new strategic concepts for the military as part of a whole of government response, coordinate with our likeminded allies.

The IMF View: Broad Slowdown-or Does Everyone Hate the Fed?

The global economic horizon has darkened considerably in the past few weeks. Published at the outset of the annual IMF/World Bank October 2022 meetings, the IMF reports that it expects global economic growth to slow down from 6% in 2021 to 3.1% this year, and 2.7% next year. Of the three largest economies, the United States and the European Union may be heading to recession, while China’s economy is close to being flat.  This bleak economic picture is occurring as policymaking in major countries is in disarray.

Change of Edge - EconVue Spotlight October 2022

Are central banks overreacting to inflation? Are we in for a positive surprise?

Emerging Markets on the Cusp: Part Three - Emerging Markets Debt Crisis or Resolutions??

This article is the third of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Latin America's Perfect Storm

Originally published by Global Americans.

Emerging Markets on the Cusp: Part Two- Emerging Markets and Global Risks

This article is the second  of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis.  

Nicaragua: Dictatorship and Collaboration with Extra-Hemispheric U.S. Rivals

This work looks at how the Sandinista regime of Daniel Ortega and Rosario Murillo in Nicaragua has further clamped down on dissent and consolidated power since the rigged November 2021 Presidential elections, and how it is increasingly serving as an entry-point for expanded activity in the region by Russia, Iran, and the PRC.

Hidden Damages: August Spotlight 2022

Is Covid just a dress rehearsal? What have we learned about living with our biological and geopolitical adversaries?https://www.washingtonpost.com/health/2022/08/19/long-covid-brain-effects/

Emerging Markets at the Cusp: Part One-The Past as Prologue

This article is the first of a series about the challenging global environment facing Emerging Markets/Developing Countries (EM/DCs) living with the legacy of the pandemic and the Ukraine war. In this series, we want to apply the techniques of Country Risk Analysis to assess the changing risk environment, especially as it applies to a potential debt crisis. 

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