North America
Back to homepage
Breaking Down Biden’s 2025 Capital Gains Tax Proposal: What’s Really in Store
In President Biden’s proposal for the Fiscal Year 2025 Budget of the United States Government, one of the most talked-about components is the suggested increase in capital gains rates. The headline number of 44.6% has drawn significant attention and debate.
Read More
How Will Artificial Intelligence Affect the Economy?
Artificial intelligence (AI) is the name given to the broad spectrum of technologies by which machines can perceive, interpret, learn, and act by imitating human cognitive abilities. Automation was created to better fulfill repetitive tasks, increasing productivity. AI, with its
Read More
Otaviano Canuto: Growth Implications from a Fractured Trading System
To understand the implications of a fractured trading system, let’s use the period known as hyper-globalisation, or globalisation 2.0, as a benchmark. In the 1980s and ‘90s, we saw the consequences of a tectonic shift deep beneath the global economy.
Read More
OECD: The Funding Models of Development Finance Institutions
The drum beat of reform is increasing for the development system and particularly for the Multilateral Development Banks (MDBs). While the reform is looking to address a number of areas, there is a repeated call for the mobilisation of the
Read More
Otaviano Canuto: Rising Use of Local Currencies for Cross-Border Payments
At the recent BRICS summit in Johannesburg, the leaders of Brazil, Russia, India, China and South Africa said they wanted to use more of their national currencies for cross-border payments. Those payments are currently dominated by the US dollar and
Read More
Dollar Strains — Our Currency, Your Problem: Specialised Investment Research and Analysis from PGM Global Inc.
Unlike their DM counterparts, EM central banks have started to cut rates, in some cases aggressively, to offset weakening growth amid high inflation. The rate cuts and the weaker global growth outlook have hurt EM equities and local currency bonds.
Read More
Federal Realty Keeps the Faith in Traditional Industry Wisdom — but Adds Emphasis to Eco Issues
US property firm Federal Realty applies strategy and smarts in environmental oversight. In an industry known for “location, location, location”, investment trust Federal Realty has added a new mantra: “resilience, resilience, resilience.” Founded in 1962, Federal is recognised for the
Read More
Crypto Had a Brutal Year. What Comes Next?
An increase in caution might not be a bad thing, believes the Kellogg School’s Sarit Markovich… The year since the collapse of cryptocurrency exchange FTX has seen US regulators, including the SEC, bring charges against the industry’s two biggest exchanges,
Read More
The American Economy is Holding Strong — and Getting Greater Still
Wim Romeijn’s recent analysis indicates that shopping addiction is a primary driver of the American economy. However, other factors contribute significantly. Each spring, the tradition of garage sales sees American households showcasing their impulse purchases. Neighbors engage in a cycle
Read More
Otaviano Canuto: The Dollar’s ‘Exorbitant Privilege’ Remains
Otaviano Canuto discusses the ongoing role of the greenback in international monetary systems… There has been talk of “de-dolarisation” of the global economy, with recent initiatives and policy moves by China and other countries to extend the reach of use
Read More