Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by David Austerweil
One Takeaway, Four Implications, and Seven Denials at 2026 IMF Annual Meetings
The Emerging Markets Debt team just returned from 2026 Annual IMF Meetings in Bangkok, where we discussed all key topics with key global policymakers, investors, and analysts. The team just returned from 2026 Annual IMF Meetings in Bangkok, where we discussed all key topics with key global policymakers, investors, and analysts. We’ve been attending these meetings for over three decades, so our attitude will be meta.
Venezuela: Sizing the Haircut, Valuing the Exchange
IMPORTANT DISCLOSURES 1 Crystallex International Corp. v. Bolivarian Republic of Venezuela, 333 F. Supp. 3d 380 (D. Del. 2018), permitting attachment of PDVSA shares in PDV Holding to satisfy a sovereign award. 2 PDVSA v. MUFG Union Bank, N.A. (S.D.N.Y. 2025): Judge Katherine Polk Failla held that the 2020 Bonds were validly issued under Venezuelan law and that the act of state doctrine did not extend to the National Assembly resolutions PDVSA relied on. Appeals were filed.
If the Dollar Loses Reserve Status, Could Gold Surpass $39k?
What if gold replaced the US dollar as the reserve standard? In this paper, our Emerging Markets Bonds team values gold by matching central bank money liabilities to gold reserves, implying $39k–$184k per ounce. How the EM Bond Team “Values” Gold What if Gold Replaces US Treasuries?
IMF 2024 Spring Meetings Takeaways: Emerging Market Stars Shine Bright
The EM debt team recently attended the 2024 IMF Spring Meetings in DC and met with a broad range of official sector policy makers, government officials and market participants. EM investors and policy makers are enjoying their moment At the 2024 IMF Spring meeting, most of the concerns over emerging markets (EM) from the Fall 2023 meeting – from global rates to specific problematic EMs – had been addressed.
IMF 2023 Fall Meetings: The World Begins to Worry about the US Fiscal Deficit
Deputy Portfolio Manager David Austerweil and Chief Economist Natalia Gurushina spent a week in Marrakech, Morocco attending the International Monetary Funds (IMF) Fall meetings where they met with official sector creditors, policy makers, and other investors. The local authorities did an amazing job hosting the meetings without any issues, especially in light of Morocco’s recent earthquake. Global growth outlook is mediocre, with only the US and China characterized by exceptionalism.
Time to Settle Your Tab, President Erdogan
By David Austerweil Deputy Portfolio Manager, Emerging Markets Fixed Income Turkey’s May elections are the most important in a generation and will have a major impact on its debt market. (UPDATE as of May 19, 2023) President Erdogan and his Parliamentary coalition significantly outperformed expectations in the first-round electoral vote with Erdogan’s vote share of 49.5% coming just 0.5% short of winning the Presidency in the first round.
IMF 2023 Spring Meetings: A Season of Wishful Thinking
IMPORTANT DISCLOSURES Source: IMF. International Monetary Fund (IMF) is an international U.S.-based organization of 190 countries focused on international trade, financial stability, and economic growth. Please note that VanEck may offer investment products that invest in the asset class(es) or industries included in this commentary. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein.
Time to Settle Your Tab, President Erdogan
By David Austerweil Deputy Portfolio Manager David Austerweil recently returned from Istanbul where he met with government officials, multilateral institutions and the private sector. Deputy Portfolio Manager, Emerging Markets Fixed Income Turkey's May elections are the most important in a generation and will have a major impact on its debt market.
Time to Settle Your Tab, President Erdogan
IMPORTANT DISCLOSURES This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities/financial instruments mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with David
Contact David, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack