This note describes the NAFTA renegotiation framework and assesses the implications of a possible exit' Discrepancies on key issues have led to protra

This week's reduction of asset purchases from the ECB will try to accomplish a "dovish taper," whereby withdrawal of stimulus will likely be accompani

The real-term FAI growth by non-SOE companies fell from 40% in 2011 to only about 2% in the past year. There are both benign and worrisome reasons beh

Concerns about "premature deindustrialization" featured in several panel sessions at our Annual Member Meetings last week. This Global Macro Views pro

Sizing up the earnings turnaround' Pricing policy uncertainty' Bank earnings offer clues on cyclical recovery Frontier markets see a continued surge i