Publications

Draghi's Dashboard: Trying to Avoid a Euro Taper Tantrum

December 5, 2016

At the ECB's Governing Council meeting on Thursday December 8, we expect President Mario Draghi to announce an extension of the asset purchase program

Bahrain: Solid Growth, But Mounting Debt

December 5, 2016

Despite the crash in oil prices, economic activity has been surprisingly resilient and the adverse impact of unrest in 2011 has faded. Tourist numbers

IIF Dispatch: Life after Renzi

December 5, 2016

As expected, Italians voted to reject proposed reforms to the Constitution, although the margin of 59-41 was much larger than projected by the polls (

Portfolio Allocation Trends: Elections Prompt Big Shifts in Asset Allocation

December 5, 2016

Out of bonds, into equities: ' Unsurprisingly, the U.S. election results have sparked a sharp increase in volatility in fund flows.' Volumes have su

Oil Update: OPEC Delivers More Than Expected

December 1, 2016

OPEC agrees to reduce production by 1.14 mb/d to 32.5 mb/d. Russia and other non-OPEC countries also chip in. Oil prices have spiked, but the continui

Russia: Budget for Peace

December 1, 2016

The government has submitted its budgetary plans for years 2017-2019, in which it plans to reduce the deficit from expected 4.7% of GDP this year to 1

IIF Dispatch: Update on French Election

December 1, 2016

As expected after his clear first round victory, FranÃ§ois Fillon beat Alain Juppé in the French Republican primary runoff on November 27 with 66.5%

IIF Weekly Insight: Many Moving Parts

December 1, 2016

Reassessing the Trump trade Trump's economic team starts to take shape Business stays upbeat China-YI Gang tries to sooth RMB fear Turkey-currency wea

Ukraine: Uneasy Calm

November 30, 2016

The economy is slowly recovering on the back of growth in consumption and stabilizing inflation. Increasing consumption and lackluster export growth h

November 2016 IIF Capital Flows Tracker

November 29, 2016

Portfolio outflows largest since "taper tantrum": Non-resident portfolio outflows from EMs are estimated to have been a hefty $24.2 billion in Novembe

IIF Authors