Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings

Resilience Amid Divergence: Key Takeaways from the IMF Spring Meetings

by Nouriel Roubini and Brunello Rosa

26 April 2024

In this paper we discuss:

1. The divergence in global growth, inflation trajectories and monetary policies;
2. The stagflationary impact of geopolitical shocks;
3. The uncertain restructuring on sovereign debt in Venezuela and Ukraine;
4. Why r* and R* are likely to be higher in coming months;
5. The weaponization of the US dollar and the ongoing de-dollarisation attempts by BRICS+;
6. The uncertainty surrounding the US elections and its implications

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Download PDF: IMF Trip Report – April 2024

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