Edition of the Digital Finance Download covering December 2023. A monthly update of significant developments in digital finance around the globe.

This week's Developments examines the evolution of digital finance ecosystems in 2023.

We last week flagged that markets misprice European inflation, … and that consensus is far too positive on Euro zone growth in 2024. We got lots of ...

On December 6th, the IIF convened experts in quantum computing across industry, academia, and the public sector to discuss quantum computing’s impact for financial services. This staff paper provides a summary of key points from the session.

The December 2023 U.S. Regulatory Update covers federal agency announcements, Congressional news, and senior regulatory appointments that have taken place within the last few months.

Gross foreign assets of the GCC countries are forecasted to grow to $4.4 trillion by the end of 2024, in this note we analyze where these petrodollars are being invested.

OPEC+ agreed on a 2.2 mb/d voluntary supply cut for 2024Q1, but prices continued to decline, as traders remained doubtful on whether the agreement will be fully implemented or extended beyond 2024Q1. We expect Brent oil prices to average US$80/b in 2024, as oil supply exceeds demand growth.

We round out the year with a “What is Not Priced” series, … where our goal is to flag mis-pricings that should correct in 2024.  We start with Europ...

The December 2023 edition of the Global Regulatory Update provides targeted updates on current workstreams and events.

Portfolio flows to EM stood at $43.4 bn in November. Equity and debt flows were $14.8 bn and $28.6 bn. Chinese equities posted $0.6 bn in inflows. ...

We forecast solid – if unspectacular – global growth next year, … with above-consensus forecasts for the US, Latin America and China, … while the on...