Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched from different...
Tamara Basic Vasiljev
Recent Posts
Global | Rebounding global trade has lots of beneficiaries
Posted by Tamara Basic Vasiljev on Apr 26, 2021 11:57:05 AM
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports of delays still...
Why sentiment surveys don’t tell us much these days
Posted by Tamara Basic Vasiljev on Feb 1, 2021 3:00:53 PM
Sentiment indicators have lost their predictive power since the onset of the coronavirus pandemic. Global sentiment used to lead global growth by...
Global | So far, so good for EM financial conditions
Posted by Tamara Basic Vasiljev on Aug 10, 2020 10:03:07 AM
Emerging market financial conditions bottomed out in May, but many EMs still have some ground to cover. China is doing well, but others are...