Publications

Weekly Insight: Clouds on the Horizon

Wary markets ahead of key Fed, Brexit decisions' ECB -' wait-and-see mode Japan - when your best may not be good enough' Portfolio flows to EMs grind

May 2016 EM Portfolio Flows Tracker

We estimate that non-resident portfolio flows to emerging markets dropped to a mere $1.2 billion in May, following robust inflows in the two prior mon

June 2016 IIF Capital Markets Monitor Chartbook: Adjusting to Higher U.S. Rates

Cross-asset : With futures markets now pricing in over a 55% chance of a U.S. rate hike by July and rising political uncertainty in many countries, em

Draghi's Dashboard: The Waiting Game

As the ECB prepares for its monetary policy meeting on Thursday, June 2nd, the focus is likely to remain on the implementation of the various policy m

Weekly Insight: Views from Madrid

*' Equities in a sunnier mood * May flash PMIs-diverging paths *' Brazil-a win for the government * The Greek deal-disbursement welcome, but not much

IIF Dispatch: Update from Indonesia

Our recent visit found that supportive policies and increasing effectiveness of the Jokowi government should result in a moderate firming of the econo

Vote of a Lifetime: Financial Sector Views on Brexit

The consequences of a British vote to leave the EU would be felt across the global economy and financial markets. From the perspective of the pri

Weekly Insight: Volte Face

China-pickup in activity already softening Argentina-political honeymoon is over Venezuela-staring into the abyss 1.' Markets are listening now:

Malaysia: Weathering Oil and Other Shocks

The government has put in place corrective steps to protect the fiscal position while persevering a prud

IIF Dispatch: Update from Argentina

DOMESTIC CHALLENGES TO THE FORE Our recent trip to Argentina found a more cautious mood and an increasingly less cooperative congress amid rising res

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