Just Transition And Emerging Markets: Weighing The Risks

The concept of a "just transition" is gaining ground among investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face significant transition risks. These risks are particularly high in emerging markets. The Just Transition Index measures countries across a range of key indicators.

Weekly Commentary: That's Our Story.

Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.

Weekly Commentary: Failed

Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.

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Weekly Commentary: Inflationary Biases

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Emerging Markets Diverge As A New Cycle Unfolds

Home Investing Strategy Portfolio Strategy Emerging Markets Diverge As A New Cycle Unfolds. Emerging markets have regained their footing in 2023, but the recovery from October 2022 lows has been uneven. The divergent trajectories of China and India, surging demand for AI-related hardware, and the reshaping of global supply chains.

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