News & commentary

Read the latest financial and monetary policy news and commentary from OMFIF’s in-house analysts and global network of specialists.

Dollar role under pressure from portfolio rebalancing

How could US dominance change? ‘Gradually then suddenly’
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Trump, tariffs and the potential impact on MDBs

Trump, tariffs and the potential impact on MDBs

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Emerging market sovereigns face the highest risks to credit ratings
Bessent’s first 100 days: a less than lustrous start

Bessent’s first 100 days: a less than lustrous start

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Chief economic spokesman does not inspire confidence
Gentiloni calls for ‘homogeneous’ European borrowing to meet euro asset demand

Gentiloni calls for ‘homogeneous’ European borrowing to meet euro asset demand

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Former Italian PM says Trump has transitioned from ‘transactional’ to ‘revolutionary’
Failure to communicate is an economic policy risk

Failure to communicate is an economic policy risk

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‘Financial markets, like citizens, respond to coherence’
Tariffs: impact on MENA will be indirect but far from irrelevant

Tariffs: impact on MENA will be indirect but far from irrelevant

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Neutrality between US and China may come under pressure
Are the dollar’s days really numbered?

Are the dollar’s days really numbered?

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‘Sell America’ and the news of dollar demise are overdone
Consequences of chaos: why the IMF is too optimistic about US policies

Consequences of chaos: why the IMF is too optimistic about US policies

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Impact of Trump trade measures will last longer than expected
Flows into Bunds and European sovereigns will remain consistent

Flows into Bunds and European sovereigns will remain consistent

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Tariffs uncertainty will only strengthen these trends
Preventing trade shocks from igniting the next financial crisis

Preventing trade shocks from igniting the next financial crisis

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‘Preparedness, not prediction, is the watchword’
Japanese investors will demand a ‘MAGA discount’

Japanese investors will demand a ‘MAGA discount’

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As the risk of doing business with the US rises, so will the costs
Getting serious about euro internationalisation

Getting serious about euro internationalisation

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As Trump undermines the dollar, Merz and Macron must take the lead
Searching for non-existent answers at the spring meetings

Searching for non-existent answers at the spring meetings

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US stagflation, trade mayhem, uncertainty, global market chaos
EU’s ‘new economies’ mustn’t be strongarmed by tariffs

EU’s ‘new economies’ mustn’t be strongarmed by tariffs

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Central and eastern Europe hardly lack alternatives but co-operation requires compromise
Emerging markets and tariffs: Asia will bear the brunt

Emerging markets and tariffs: Asia will bear the brunt

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Trade links with China and EU could hurt EM countries
Friedrich Merz’s eight big tests

Friedrich Merz’s eight big tests

From immigration to defence: no honeymoon for new German chancellor

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