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Global Macro Views: The Credit Channel and EM Growth

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July IIF Insurance Update

We are pleased to share with you our latest IIF Insurance Update. This monthly newsletter will report on our latest activities in representing the int

IIF Dispatch: Update from Nigeria

On our recent visit to Lagos and Abuja, we found business confidence recovering gradually and a consensus that the worst of the oil crash was over. No

Romania: Addicted to Fiscal Steroids

Recent stimulus measures bolstered domestic demand. With strong domestic spending boosting imports, a larger trade deficit widened the current account

Weekly Insight: Emerging Markets in Vogue

Markets-still betting on liquidity China-more attractive for portfolio inflows Brazil-watch out for volatility in capital flows' South Africa-MPC cuts

July/August 2017 Capital Markets Monitor: Is This Time Different?

In contrast to the 2013 taper tantrum, major central banks are now engaging in synchronized jawboning' At the same time, global savings gluts are shri

U.S. Policy Update: Trade Policy and Section 232

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

Economic Views: Brazil - Watch Out for Volatility in Capital Flows

The approval of labor market reforms in Congress and the corruption conviction of former President Lula da Silva have given a lift to Brazilian asset

Global Macro Views: Who's Left Standing When the QE Music Stops?

We focus on sovereign financing requirements for Euro Area countries. Using data on debt issuance and maturity, Italy stands out among the euro-area c

IIF July Global Regulatory Update - Special Brief on G20 Summit

The July Global Regulatory Update will focus primarily on the outcome of the recent G20 Hamburg Summit, its implications for global regulatory policy,


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