Tiftik, Emre; Nozema, Celso; Gibbs, Sonja. "IIF Weekly Insight – Patience Please". IIF Weekly Insight. January 31, 2019. https://www.iif.com/...

Fed flexibility on balance sheet normalization could have far-reaching consequences. Tech stock valuations suggest fears that trade war is morphing into tech war.  A more dovish Fed spells respite for highly indebted EM borrowers.  There has been unprecedented growth in green syndicated lending – not just green bonds – since 2015, with appetite for green loans growing in the Australia, Germany the UK and the US.  Sharply higher debt in vulnerable low-income countries puts sustainable development goals at risk.

Posted on 24/03/21

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