With a plethora of improved inflation data and softening real indicators, markets are scaling back expectations about the US Federal Reserve’s rate path and betting the Fed will pivot towards accommodation this year. Their optimism might prove right. But for the time being it’s premature and uncertainty still abounds. Fed Chair Jerome Powell may need to rein markets in at the Federal Open Market Committee meeting on 25-26 January.
Brazil is undergoing a fintech revolution By Kate Jaquet An impressive number of new fintech companies are disintermediating a very concentrated banking system, offering millions of Brazilians their first bank accounts.
MEETINGS Sustainable Policy Institute symposium 22-23 March, Symposium The annual SPI symposium returns to delve into climate risk and regulation, addressing practical challenges in driving sustainable financial markets to achieve net zero.
ON DEMAND OMFIF outlook: what’s in store for 2023? OMFIF Economist Taylor Pearce and Chief Economist Neil Williams delve into what to look out for in the year ahead in this lightning round podcast.
LATEST REPORT SPI Journal, Winter 2023 This edition of the SPI journal examines the growth of carbon markets and the use of carbon-linked bonds to drive capital for renewable energy investment.