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IIF Dispatch: Update from China

When visiting China last week, we found more confidence that recent economic growth had stabilized, but also greater uncertainty about 2017 given elev

IIF Dispatch: Update from South Africa

Our recent visit to South Africa found an economy struggling to grow against a backdrop of increasing political strains, weak confidence and the need

IIF Weekly Insight: Buckle Up

1.'  Markets brace for higher bond yields, stronger USD: As investors digest the implications of the Fed's rather hawkish hike (see below), they see l

IIF Dispatch: Update from Ukraine

Real GDP growth remains weak, averaging 1% so far this year. Worryingly, growth momentum has rotated to private consumption in the third quarter, with

December 2016 Global Economic Monitor: Winds of Change

The election of Donald Trump as US president implies an abrupt shift in policy direction in the US, but the details remain vague and implementation un

Top Risks for the Global Economy

We have increased our risk probabilities across the board, reflecting rising political and policy uncertainty. Our top risk is that populist platforms

IIF Dispatch: Update on Korea

Political Aftershocks ' The impeachment of President Park, if upheld by the constitutional court as appears likely, should end months of political tu

Argentina: On Borrowed Time

Benefitting from increased capital market access, the government has adopted a more gradual policy approach with the goal of winning next year's mid-t

IIF Weekly Insight: Hoping for the Best

Markets amp up ECB decision-When is a taper not a taper? Short-term debt relief for Greece-better than nothing! China-strong rebound in trade yet capi

The Trump Effect: Global Implications of the Next U.S. President

We've discussed previously the uncertainty around the impacts of the U.S. election and the course of U.S. policy . However, recent personnel announcem


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