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Publications
US Economic Update: Looking Towards 2018
March 9, 2017
We expect fiscal stimulus to fall short of lofty expectations We assume trade tension will stay shy of broad-based tariffs and more disruptive measure
Weekly Insight: Searching for the Feel-Good Factor
March 9, 2017
"¢ Bond bears circling "¢ US-growth outlook with major risks "¢ ECB-a step towards normalization "¢ Japan- twist and shout "¢ China-devils are in the
IIF Dispatch: Update from Tanzania
March 9, 2017
AT AN INFLECTION POINT During our recent visit to Tanzania, we saw mounting evidence that economic growth was slowing from its rapid pace of around 7
February 2017 EM Growth Tracker
March 9, 2017
EM Growth Tracker rises to 6.8% 3m/3m sa ar in February Strong industrial production growth continues to bolster overall growth' Trade data has been e
German Economic Update: Still Saving for a Rainy Day
March 9, 2017
We expect robust GDP growth to continue, driven by domestic demand Investment is set to boom, with the housing market a particular highlight Germany i
Argentina: Major Challenges Remain
March 9, 2017
Smooth access to external financing has allowed for a gradual policy shift Improved policies have progressively begun to pay off with growth strengthe
Emerging Europe: All Together Now
March 8, 2017
Real GDP growth in the region is likely to pick up in 2017 to 2.1% from 1.4% in 2015 and 2016. Higher growth reflects end of recession in Ukraine and
Portfolio Allocation Trends: Cautiously Optimistic
March 8, 2017
Global equity funds attracted over USD40bn in February, helped by expectations of earnings recovery' Exposure to euro area bonds lowest since 2013; st
March 2017 IIF Global Regulatory Update
March 8, 2017
The March 2017 IIF Global Regulatory Update provides updates on current work streams in regulatory capital, recovery and resolution, CCP resolution, a
March 2017 Capital Markets Monitor: Corporate Capex-Financing Not a Constraint ... Yet
March 6, 2017
The reflation trade has been driven in large part by expectations of a revival in corporate capital spending However, recent corporate bond issuance h
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