Publications

Weekly Insight: Return of the Jitters

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US Economic Update: Business Outlook Remains Positive

While optimism in businesses and households has remained at elevated levels, hard data from the US economy has been much weaker in the first quarter.

April 2017 Global Economic Monitor: The Trump Bump to Global Growth

Global manufacturing sentiment has improved reflecting higher commodity prices and a rebound in European growth. Despite policy uncertainty in the US,

March 2017 EM Growth Tracker

EM Growth Tracker nearly unchanged at 6.8% 3m/3m sa ar in March Strong industrial production growth provides solid footing for incoming actual Q1 grow

US Policy Update: On Currency Manipulation

During his presidential campaign, President Trump pledged to declare China a currency manipulator. This has not happened yet. President Trump may try

IIF Dispatch: Update from South America

CAUTIOUS OPTIMISM PREVAILS We attended the IIF Latin Economic Forum in Paraguay (April 1) and Argentina Financial Summit in Buenos Aires (April 3)*.

US Economic Update: Challenges Mount for Federal Reserve

We change our interest rate forecast to incorporate a balance sheet runoff later this year Reduction in the Fed's assets translate to additional "synt

Weekly Insight: Riveted

Eyes back on central banks' Potential for political upset in France South Africa - downgraded amid heightened political risk Czech Republic - a new er

April 2017 Capital Markets Monitor: Outlook for U.S. Infrastructure Investment

While details will take time to sort out, the Administration's plans will likely not involve a big increase in direct federal spending on infr

April 2017 IIF Global Regulatory Update

The April 2017 IIF Global Regulatory Update provides updates on current work streams in: International standards Regulatory capital Systemic risk Rec

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