Emerging markets are pivoting. After leading the world into aggressive tightening, they are now leading the turn toward easier money. Policy rates that once defended currencies and crushed inflation are beginning to fall — not because risks have vanished, but because the balance of risk has shifted. The question is no longer whether inflation can…
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In 2016, Nigeria was in recession. In 2026, the International Monetary Fund (IMF) projects that Nigeria will rank among the largest contributors to global real GDP growth. This shift is not cyclical. It is structural. And it says as much about the changing architecture of the global economy as it does about Nigeria itself. Importantly,…
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The economy is a snapshot of people’s activities — i.e. the allocation of resources including money and time. When the economic story becomes too noisy to interpret, and too much bad air conquers the circulating narrative, it can lead people to expect the worst. What people expect can soon end up happening, and right now…
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