Mapping global capital markets 2011

August 2011—The 2008 financial crisis and worldwide recession halted a three-decade expansion in global capital and banking markets. Today, growth has resumed, fueled not only by expanding developing economies but also by a $4.4 trillion increase in sovereign debt.more

Debt and deleveraging: The global credit bubble and its economic consequences (Updated analysis)

July 2011—MGI has updated its analysis of how total public and private-sector debt has evolved relative to GDP for selected economies.more

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Farewell to cheap capital? The implications of long-term shifts in global investment and saving

December 2010—By 2020, half of the world's saving and investment will take place in emerging markets, and there will be a substantial gap between global investment demand and the world's likely saving.more

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Debt and deleveraging: The global credit bubble and its economic consequences

January 2010—The recent bursting of the great global credit bubble has left a large burden of debt weighing on many households, businesses, and governments, as well as on the broader prospects for economic recovery in countries around the world. If history is a guide, one would expect many years of debt reduction, which would exert a significant drag on GDP growth.more

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An exorbitant privilege? Implications of reserve currencies for competitiveness

December 2009—Could the US prioritize domestic growth and jobs over its global responsibilities, sparking greater currency volatility that threatens competitiveness?more

Global capital markets: Entering a new era

September 2009—Mature financial markets may be headed for slower growth, while emerging markets will likely account for an increasing share of global asset growth.more

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The new financial power brokers: Crisis update

September 2009—Although their paths are diverging, all will remain powerful forces in the global economy.more

If you've got it, spend it: Unleashing the Chinese consumer

August 2009—By pursuing a more aggressive program of comprehensive reform, China's leaders could raise private consumption above 50 percent of GDP by 2025, vaulting China's economy into a new phase.more

The new power brokers: How oil, Asia, hedge funds, and private equity are faring in the financial crisis

July 2009—Asian sovereign and petrodollar investors emerged as more influential than ever from the financial crisis, while hedge funds and private equity saw their previously rapid growth interrupted.more

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