Publications

China Spotlight: Expect Still Robust Growth in 2Q

We expect China's growth to stay robust in 2Q, growing at 6.9% y/y and beating consensus (6.8%) again. Our regression, using the PBoC quarterly survey

IIF US Financial Regulatory Update - July 6

The latest installment of our US Financial Regulatory Update, reviewing testimony to Congress by the heads of the FDIC and OCC, and Federal Reserve Go

Global Macro Views: Rising Global Interest Rates and EM Growth

We examine how rising global interest rates might impact growth in emerging markets, differentiating between countries where growth has been consumpti

Hey Siri, Find Me a Mortgage

We were in Copenhagen last week meeting with members and hosting an event with Finance Denmark called "The Digital Agenda in Banking". We continue to

Weekly Insight: Bond Market Blues

Bracing for tighter monetary policy Central Europe-expansion under way South Africa-c/a structural deficit U.S. financial regulation-reducing the burd

Economic Views: Central Europe

Output has risen above potential in all four countries as real GDP growth is set to rise to 3.5% this year. At the same time, fiscal balances are wors

Economic Views: Philippines

Remittances are key as they bolster domestic consumption and help shore up the current account. Concerns on remittance outlook have risen due to the o

Economic Views: Ukraine

Headline inflation remains well above the 8'±2% target, thanks mainly to the recent hikes in utility prices.' Stepped up foreign demand suggests stron

Economic Views: United States

We examine the labor market "churn" and perform a sensitivity analysis on the US unemployment rate. Factoring in some slowing in hiring and a gradual

IIF Capital Flows Tracker: Can the Party Keep Going?

We estimate that non-resident portfolio inflows to emerging markets were USD18 billion in June Most inflows went to EM Asia (USD15.8 bn), with flows s

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