Concerns about "premature deindustrialization" featured in several panel sessions at our Annual Member Meetings last week. This Global Macro Views pro
Sizing up the earnings turnaround' Pricing policy uncertainty' Bank earnings offer clues on cyclical recovery Frontier markets see a continued surge i
While 2017 has seen several welcome and encouraging signals of continued commitment to international regulatory processes, concerns of fragmentation s
Prime Minister Modi has focused on advancing digital finance as an important part of his structural reform program since coming to office in May 2014.
Insurers are expanding into new markets and reaching underserved customers through new technologies, business models, product designs, a deeper unders
We provide a summary of the topics we have covered since June 2, when we published the first Global Macro Views that was called "The Big Questions." T
This note discusses the structures of China's external and foreign exchange balance sheet.' The liability-side of the external and FX balance sheet is
In a recent Global Macro Views , we have shown that this year's drop in US inflation - arguably one of the key macro surprises of 2017 - is to an impo