Entries for 'Political Risk'
February 15, 2018
Non-resident capital flows to EMs are projected to rise modestly in 2018, approaching $1.3 trillion' However, FDI inflows will likely remain subdued-e
January 23, 2018
In the latest episode of Huuge! Everything you need to know about big changes in Washington, Kristen Silverberg hosts Bruce Mehlman of Mehlman Castagn
January 18, 2018
At this time last year we warned that political uncertainty had risen to remarkably high levels. Now the questions may have changed, but risks remain.
November 16, 2017
"¢ Flat yield curve? No problem "¢ Fund investors slash exposure to Mexico "¢ U.S. tax reform-the waiting is the hardest part "¢ Venezuela-the check i
November 9, 2017
"¢ Stock prices track upward revisions to earnings "¢ Anticipating tax cuts-flows return to U.S. equities "¢ Warning signals from high-yield markets "
November 2, 2017
More clarity on G4 policy rate paths Don't read too much into the flat U.S. yield curve Low volatility boosts risk-adjusted returns EM flows should se
October 26, 2017
"¢ Behind the bond market repricing "¢ Bank valuations on the rise "¢ Near-term turbulence for emerging markets "¢ U.S. tax reform-details await tax r
October 16, 2017
Congress and the Administration have pivoted to tax reform; many obstacles are in the way We think it's unlikely the President will sign comprehensiv
October 5, 2017
What's more overvalued: stocks or bonds? Seeking more upside for bond yields, USD U.S. tax reform -not much in price Emerging markets -factoring in p
September 12, 2017
The rising trade surplus with the US and the large current account surplus prompted the Trump administration to call for a review of the KORUS FTA and
September 6, 2017
US national security concerns remain paramount following stepped-up nuclear and missile tests by North Korea.' While the US has not ruled out military
August 10, 2017
The military threat from the North, following its stepped-up missile and nuclear development program, has gone well beyond the Korean peninsula to pos
July 17, 2017
Markets seemed to move last week based on President Trump's July 12th statement that his Administration would impose tariffs or quotas on steel. ' As
June 13, 2017
Audio titled IIF's HUUGE Podcast Episode 4: An In-Depth Look at US Energy Policy by IIF's Huuge! Podcast wit
June 9, 2017
PM May's snap election backfires spectacularly and a Conservative power struggle could follow. Hung parliament with the Northern Irish DUP providing C
May 8, 2017
We expect GDP growth of 1.4% in 2017 and 0.0% in 2018 Reality is starting to bite as inflation is putting downwards pressure on consumption "¦ "¦ and
April 27, 2017
"¢ U.S. tax cuts-a long and winding road "¢ Fed says pause. Markets hear stop "¢ Reconciliation-U.S. tax reform's only hope? "¢ ECB sees less downside
April 24, 2017
IIF convened the Washington Policy Summit on April 20, 2017 to explore changes in U.S. economic policy. The event featured Secretary Mnuchin, NEC Dire
April 24, 2017
On April 20, 2017, IIF convened the Washington Policy Summit, featuring senior Trump Administration officials including Gary Cohn, Secretary Mnuchin,
April 18, 2017
This week the IIF will host a series of events in Washington around the IMF-WB spring meetings. In addition to our Capital Markets Roundtable, now in