Insights

Niche macroeconomic insights that you may not find anywhere else.

Digging Deep: A Framework for Debt Management and Fiscal Sustainability in Africa

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 Executive Summary This report provides a definitive macroeconomic framework for sovereign debt management, designed for Kenya and adaptable to other African nations. It moves beyond the superficial political discourse surrounding debt—as recently exemplified by critiques within the Kenyan Parliament—to address the fundamental structural and institutional deficiencies that precipitate fiscal distress. The central thesis is the […]

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The Racialized and Sectarian Dimensions of Austerity: A Macroeconomic and Social Impact Analysis (2022-2025)

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Executive Summary This report examines the macroeconomic and social consequences of austerity policies implemented or projected between 2022 and 2025, particularly focusing on their disproportionate impact on racial, ethnic, and vulnerable groups across Europe, the Americas, Asia, and Africa. Austerity, traditionally defined as a set of political-economic policies designed to reduce government budget deficits through

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Surviving Tariffs 101 – A Guide for Affected Countries

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Surviving Tariffs 101: An Operational Guide for Countries Introduction: In November 2024 we advised, based on the 2016-2020 experience that tariffs by the US against China would have the effect of increasing prices for the US consumer by at least 20% . We argued that due to several quiet fiscal macroeconomic policy measures taken by

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Prioritizing Health Funding Transition in an Emergency Setting: A Roadmap for Developing Countries

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The abrupt reduction of US funding for HIV / AIDS , TB, malaria and other essential health programs creates an immediate public health crisis in Kenya and other African, Asian and Latin American countries heavily reliant on external support. This report, based on the “Kenya Health Sector Transition Roadmap, 2022-2032” offers urgent guidance on prioritizing

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