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Economic Views: Argentina - Seizing the Opportunity

The government has taken advantage of increased political capital to push for needed structural changes Relying on a gradual policy approach, producti

Global Macro Views: Why are Red State Labor Markets Lagging?

We have shown that red states are falling behind blue states in the jobs recovery. We examine three possible drivers: (i) demographics; (ii) opioids;

November IIF Insurance Update

The November Insurance Update provides targeted updates on: IAIS Announces "Unified path to convergence" for ICS' IAIS Annual Conference 2017' Financ

Weekly Insight: What Potholes?

"¢ Flat yield curve? No problem "¢ Fund investors slash exposure to Mexico "¢ U.S. tax reform-the waiting is the hardest part "¢ Venezuela-the check i

Global Macro Views: The US Participation Rate from a G10 Perspective

We compare the US labor force participation rate to other G10 economies. The decline in the US participation rate is a clear outlier, especially wh

Economic Views: Indonesia - Prudent Fiscal Policy

The government is persevering with prudent fiscal management as evident from the targeted fall in the budget deficit from 2.9% of GDP in 2017 to 2.2%

Economic Views: Turkey - Dealing with Currency Woes

Ongoing lira weakness highlights the growing risks to external financing and inflation outlook. The larger current account deficit financed mainly by

Global Macro Views: Red versus Blue States in the Jobs Recovery

Red states are falling behind blue states in the labor market recovery, a phenomenon we documented in a Global Macro Views earlier this week. We fo

Portfolio Allocation Trends: EM Fund Flows Subside; Exposure to Mexico Slumps

"¢ Rapidly changing outlook for U.S. tax reform has been a key driver of fund flows-recent weeks have been volatile "¢ Fund flows to emerging markets

Malaysia: Looking Up After Successful Adjustment

The revival in the economy from mid-2016 has continued into 2017, sustained by stronger exports, robust domestic demand and supportive government poli
 

 

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