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Economic Views: Russia - Kudrin's Plan for Russia

Long-awaited economic strategy plan limits its focus to the fiscal agenda. Kudrin argues that Russia must increase "productive" spending and limit the

Weekly Insight: Why worry?

Risk appetite remains close to post-crisis highs "¦but the search for protection has intensified Emerging market USD corporate issuance takes anoth

Economic Views: Nigeria - More Action Needed on FX Reform

While pressure on the naira has eased due to higher oil prices, increased production, and a weaker dollar, the spread between the parallel and officia

Economic Views: Korea - Trade Challenges Ahead

The rising trade surplus with the US and the large current account surplus prompted the Trump administration to call for a review of the KORUS FTA and

Global Macro Views: Asia Six - Foreign Portfolio Investor Positioning

We analyze cumulative non-resident portfolio investor positioning in Asia Six using quarterly data from Q1 2013 through Q3 2017 (latest available mont

Global Macro Views: Signal-to-Noise in the Wage Slowdown

We have shown that large movements in a handful of categories have thrown off inflation readings in the US and the Euro zone. We look for similar dist

September 2017 Global Regulatory Update

The September 2017 IIF Global Regulatory Update provides updates on current work streams in: Regulatory capital Recovery and resolution Accounting In

Weekly Insight: Pop goes the euro

Markets hunt down divergence trades Equity flows chase growth standouts Softer USD-lift for corporate earnings? U.S. debt ceiling-kicking the crisis d

Global Macro Views: Euro Area Inflation Still a Headache for ECB

We look more closely at the recent pick up in core inflation, and find that much of it can be explained by just three sectors, all related to tourism.

Economic Views: Lebanon - Setback in Fiscal Consolidation

The Constitutional Council has suspended the new tax law. Fiscal adjustment should include both improvement in tax compliance and new tax measures. Wi
 

 

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