Publications

Weekly Insight: Wait and See Mode

China-growth stabilizing, for now Turkey-political risk weighs on the economy Global fund flows-demand for safe havens and yield 1. Markets take a

IIF Flows Alert: EM Flows Surge as Investors Search for Yield

Our measure of daily portfolio flows to emerging markets has advanced sharply over the past week, with the 7-day moving average rising to its highest

IIF Dispatch: Update from Nigeria

EARLY DAYS IN DIFFICULT ADJUSTMENT On our recent visit to Nigeria, we found an economy starting to adjust, but the road ahead remains rocky. The econ

July/August 2016 Capital Markets Monitor: Market Buoyancy and Political Turmoil

Global equity markets have now fully recovered from Brexit-related losses, U.S. stocks have touched record highs in recent days, and emerging mar

Draghi's Dashboard: Waiting to Assess the Brexit Damage

At the ECB's upcoming monetary policy meeting on Thursday, July 21, the Governing Council is likely to focus on an initial damage assessment from the

Portfolio Allocation Trends-Post-Brexit: Demand for Both Safe Havens and Yield

Global mutual funds and ETFs have seen net inflows of some $13.5 billion in the aftermath of the Brexit referendum, in contrast to the sizeable large

Poland: Sharp Slowdown Amid Policy Commotion

Growth should resume in the rest of 2016, but it will most likely be centered on consumption, helped by increasing social spe

IIF Dispatch: Update on Turkey

The failed military coup in Turkey has rattled markets and raised political uncertainty. Immediate losses from lower tourist arrivals and deferred inv

IIF Dispatch: Update from Brazil

NO MARGIN FOR ERROR Below are the main takeaways from our meetings last week in Brazil with the Finance Minister, Central Bank Governor, high-level p

IIF Dispatch: Update from Tokyo

We arrived in Tokyo on July 10 for our annual visit to learn that Prime Minister Abe had scored a major victory in the Upper House elections. The LDP

IIF Authors