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Weekly Insight: Cracks in the facade

Markets-reassessing the pain trade Korea-facing heightened geopolitical concerns China-rebalance by trade, not trade wars EM Europe-financial conditio

Czech Republic: Not All Quiet on the Fiscal Front

The general government budget is likely to remain in surplus this year, as tax revenue grows robustly and capital expenditures remain at their lowest

Economic Views: Emerging Europe

The Financial Conditions Index (FCI) measures the financial sector's stress in major Emerging Europe markets, strongly and negatively correlated with

Economic Views: US-China - Rebalance by Trade, not Trade War

The US trade deficit didn't deteriorate in the past decade.' The trade imbalance is much less of an issue for China, as it is declining relative to Ch

Global Macro Views: The Labor Market and the Fed

Since our initial piece, the participation rate has drifted up, a trend that - should it continue - would tend to slow further declines in the unemplo

Indonesia: Fiscal Slippage Will be Limited

Parliament recently approved a small upward revision in the budget deficit for 2017 from the original target of 2.4% of GDP to 2.9%, but the outturn m

IIF US Financial Regulatory Update - August 4

Our latest US Financial Regulatory Update, with key highlights from recent Congressional testimony by the heads and nominees of the lead US regulatory

Economic Views: Emerging Europe

Fiscal policy has turned expansionary in the region this year, with Romania, Turkey and Hungary adjusting structural deficits and widening by 1.5% of

Economic Views: Argentina

The new CPI covers a broader geographical area, reflecting a more representative consumption basket The central bank will rely on this benchmark to as

Economic Views: India - RBI Makes the Right Move

Below-target inflation along with subdued manufacturing and investment prompted the Reserve Bank of India (RBI) to belatedly cut the repo or policy ra




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