EM currencies have sold off since the FOMC meeting on Sep. 20. We evaluate the risk of another "taper tantrum" and discuss how different currencies mi
The current account surplus will likely remain below $40 billion this year, despite oil prices rising 20% from 2016. The import substitution policy, p
Inflation fell to its lowest level since 1999 driven by lower food, dwellings, and transport contributions. Using a bottom-up approach, we found incre
We examine how market pricing for key central banks has moved over the past year and update our forecast for the G-3 central banks. We continue to exp
This GMV revisits some of the themes from our April Global Economic Monitor examining global growth. The upswing in business sentiment since the sta
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