Publications

Weekly Insight: Buzz Building

February 1, 2018

"¢' ' Rising global bond yields rattle the "risk-on" consensus "¢' ' Despite risks, the outlook remains constructive for EM flows-particularly under

IIF Capital Flows Tracker: A Happy Start to the New Year

January 31, 2018

Non-resident portfolio inflows to EMs rose to a 7-month high of $30 billion in January, with over half ($16.5 billion) to debt' markets. EM Asia and L

Global Macro Views: Global Trade Imbalances

January 29, 2018

Global trade tensions are on the rise, "¦ reflecting persistent current account imbalances. The US current account translates into a 10% Dollar overva

Weekly Insight: War and peace

January 25, 2018

Davos themes-will trade and tax wars threaten peaceful financial markets? Green light for big multinationals, with Euro Area in the lead Could quantit

IIF Podcast Episode 5: U.S. Political Outlook with Bruce Mehlman

January 23, 2018

In the latest episode of Huuge! Everything you need to know about big changes in Washington, Kristen Silverberg hosts Bruce Mehlman of Mehlman Castagn

Global Macro Views: How Big is the US Trade Imbalance?

January 22, 2018

Trade policy is becoming a key area of focus for the administration. We examine the adjustment in the US current account in recent years, looking t

December 2017 EM Growth Tracker

January 22, 2018

Our EM Growth Tracker slid to 5.8% (3m/3m sa ar) in December, 0.2pp lower than in November. In the previous edition we reported steady growth since Ju

Basel III Capital Standards - Requests for Clarification

January 22, 2018

The IIF is pleased to provide some specific requests for clarification on particular items in the final Basel III reforms that were announced on Decem

Portfolio Allocation Trends: The Big Tilt

January 22, 2018

Even as global bond yields rise and the Fed moves ahead with tightening, the soft USD and persistent hunt for yield continue to drive fund flows to em

Weekly Insight: Nothing to worry about?

January 18, 2018

Easy global financial conditions support risk appetite-despite higher rates Bond yields outpacing dividend yields in the U.S.-but not in Europe and Ja

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