Publications

Brexit Update: More Complications

November 21, 2016

Economic resilience is coming to an end. Uncertainty is the only certainty in the Brexit process. Trump p

China Spotlight: Long March to SOE Reform

November 18, 2016

State-Owned Enterprises (SOEs) remain critical to China's economy. They dominate heavy manufacturing, financial services, utilities, telecom and defen

November/December 2016 Capital Markets Monitor Chartbook: Bond Market Rout-Will it Get Worse?

November 18, 2016

Cross-asset :' The unexpected election win for Donald Trump has triggered a bond market selloff and sharp USD rally, with ripple effects around globa

Weekly Insight: Sizing Up The New Landscape

November 17, 2016

Bond' market rout-will it get worse? IIF EAC meeting in Vienna-economic consequences of Mr. Trump EM flows fall in post-election reset-new IIF Flows

On The Record: Statements on Policy Priorities from U.S. President-Elect Donald J. Trump

November 16, 2016

The Trump transition operation remains a bit of a muddle to outside observers. In our latest Weekly Insight , we noted that it was unclear how Trump w

November/December 2016 Capital Markets Monitor: The Trump Presidency: New Initiatives, Old Constraints

November 15, 2016

The stunning victory of Donald Trump in the U.S. Presidential election-on the heels of the Brexit vote in June-has highlighted the widespread sur

IIF Flows Alert: EM Flows Fall in Post-Election Reset

November 15, 2016

Our measure of daily portfolio flows to emerging markets fell sharply over the past week, with the 7-day moving average declining to its lowest level

Philippines: Navigating Troubled Waters

November 10, 2016

President Duterte, who came into office on June 30, is stepping up macro stimulus and growth-enhancing reforms, while seeking to fulfill campaign prom

Weekly Insight: All Change!

November 10, 2016

Investors price in stronger growth, higher inflation U.S. set for fiscal expansion, but with a high degree of uncertainty U.S. politics-entering a per

Romania: Riding an Unsustainable Stimulus Wave

November 10, 2016

Expansionary macroeconomic policies and buoyant consumer confidence are likely to propel near-term growth.' The widening trade deficit suggests that t

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