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Publications

Economic Views: Brazil - Low Inflation Here to Stay?

Inflation fell to its lowest level since 1999 driven by lower food, dwellings, and transport contributions. Using a bottom-up approach, we found incre

Kuwait: Resilient to Low Oil Prices

Kuwait is well placed to withstand low oil prices given its low debt and enormous financial buffers, which allow the authorities to pursue gradual fis

Weekly Insight: Greenback comeback?

"¢ Looking for a market shakeup' "¢ Yield curve steepening in prospect "¢ Stocks bubble on, oil set to play catch-up "¢ Banks-time to rise and shine?

September 2017 Global Economic Monitor: A Rising Tide Lifting Growth

Global growth has picked up in 2017 as we expected, with a synchronized recovery underway. We think the outlook for 2018 now looks firmer than in Apri

India: Changing Course

Economy hit by the demonetization and GST shocks, along with weak private investment. While temporary adverse factors should wane, the government inte

Global Macro Views: Our G-3 Central Bank Views

We examine how market pricing for key central banks has moved over the past year and update our forecast for the G-3 central banks. We continue to exp

Global Macro Views: Global PMIs Still Suggest Upside Risks to Growth

This GMV revisits some of the themes from our April Global Economic Monitor examining global growth. The upswing in business sentiment since the sta

Weekly Insight: Warnings and deaf ears

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September IIF Insurance Update

The September Insurance Update provides a targeted monthly update on IIF insurance activities and events, and highlights relevant IIF publications or

Portfolio Allocation Trends: Eyes and Ears on the Fed

As the Fed moves ahead with plans to raise U.S. rates and proceed with balance sheet unwinding, recent weeks have seen strong inflows into global fund
 

 

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