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US Economic Update: Looking Towards 2018

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

"¢ 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

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

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

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

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

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

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

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

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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