Tag
#IMF
Markets
G-7 inflation and bond yields: why policy bets are shifting
G-7 inflation and bond yields are colliding as higher long-term rates tighten financial conditions, squeeze fiscal room and delay easy policy pivots.
By Helena Brandt
Commodities
Iran war oil shock separates exporter winners from importer losers
The crude spike tied to the Iran conflict is becoming a fiscal sorting mechanism. Export routes, sanctions and import dependence are deciding who actually pockets the windfall.
By Reza Najjar
