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Entries for 'EM Europe'

June 21, 2016
On Friday, June 17, the IIF hosted a presentation at our Washington D.C. office of the IMF's Financial System Assessment Program (FSAP) report on the

June 20, 2016
The IMF is likely to finally disburse the third tranche of its program in July or August, almost a year later t

June 13, 2016
A PERFECT STORM FOR MARKETS? Global equities slumped again today, with major government bond yields dropping to new record lows; further yen strength

June 2, 2016
Wary markets ahead of key Fed, Brexit decisions' ECB -' wait-and-see mode Japan - when your best may not be good enough' Portfolio flows to EMs grind

May 31, 2016
As the ECB prepares for its monetary policy meeting on Thursday, June 2nd, the focus is likely to remain on the implementation of the various policy m

May 26, 2016

*' Equities in a sunnier mood * May flash PMIs-diverging paths *' Brazil-a win for the government * The Greek deal-disbursement welcome, but not much

May 3, 2016
Our discussions during our Moscow trip last week confirmed the key message from our April report Quest for Credibility : the central bank is likely

April 27, 2016
Our recent trip to Ukraine coincided with the arrival of a new government. After four months of negotiations, the ruling coalition holds a very slim m

April 21, 2016
Turkey's main near-term challenge is the deteriorated domestic security situation and intensified ge

April 20, 2016
After refocusing on credit easing in their March meeting, Draghi and the Council are not expected to make any major policy changes when they meet on T

April 13, 2016
Merkel is weakened domestically. France is entering a year of presidential elections. There is very little polit

March 31, 2016
Hungary has maintained fiscal discipline in recent years, but the government's policy choices have harmed investor sentiment and lowered potential gro

March 22, 2016
The economy performed well in 2015, and the output gap has closed. Headline inflation remains well below the central bank's target despite output at p

March 7, 2016
When the Governing Council meets on Thursday, March 10th, President Mario Draghi faces difficult challenges-responding to disinflationary pressures in

March 7, 2016
The new Polish government, elected in October last year, has an ambitious agenda of social, institutional and economic reforms that it believes will t

February 14, 2016
The overwhelming takeaway from our recent trip to Warsaw is uncertainty about policy prospects as authorities grapple with the new government's ambiti

February 2, 2016
The view from both official and private sector meetings in Frankfurt is that the Euro area economy maintains momentum for now but risks are rising, pa

January 20, 2016
One year after the ECB's unprecedented QE decision, the Governing Council continues to face the challenges of low inflation and moderate growth when i

November 30, 2015
With the euro continuing to weaken, and short-term Euro Area bond yields falling to fresh record lows amidst raising expectations of additional stimul

November 23, 2015
Economic policy in Poland is likely to change after the socially conservative, but economically populist, Law and Justice (PiS) party won the October
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