Emerging markets, until recently the main engines of world economic growth, are losing momentum – with serious implications for global recovery. How have commodity prices, domestic politics, and advanced-country monetary policy undermined emerging-market growth, and what do recent developments mean for investors, consumers, and policymakers worldwide?
Apr 28, 2014 calls for monetary-policy coordination among major central banks.
Apr 15, 2014 homes in on the key questions surrounding the nature and measurement of contemporary growth.
Apr 11, 2014 examines why informal and traditional sectors are expanding, rather than shrinking.
Apr 11, 2014 examines competing explanations for three decades of decline in real interest rates.
Apr 9, 2014 says that differentiation of country and sector risk will determine future investment flows.
Apr 1, 2014 & take issue with flattering headlines heralding a new emerging-market success story.
The worse economic fundamentals and forecasts become, the more mysterious stock-market outcomes in the US appear. At a time when genuine news suggests that equity prices should be tanking, not hitting record highs, explanations based on crowd psychology, the virality of ideas, and the dynamics of narrative epidemics can shed some light.
