Publications

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

IIF Dispatch: Update on Mexico

November 9, 2016

WAVES FROM TRUMP'S VICTORY Donald Trump's presidential victory has had repercussions across the world. These have been particularly intense for Mexic

Innovation by Mid-Sized Banks

November 8, 2016

Mid-sized banks (MSBs), which we define for the purposes of this paper as those with total assets between approximately $100 - $500 billion, face nume

Czech Republic: Looking for a Smooth Exit

November 8, 2016

With the output gap closed, growth should reach 2.7% this year and 3% in 2017. Exports remain the main driver of growth, widening the current account

EM Growth Tracker Methodology

November 8, 2016

The EM Growth Tracker tracks GDP growth in emerging markets on a monthly basis. The Growth Tracker is available about one week after the end of each m

October 2016 EM Growth Tracker

November 8, 2016

Our EM Growth Tracker started the fourth quarter lower than it ended the third quarter, but maintained a streak of five months above 4.5% growth. Our

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