The IIF covers 30-40 emerging and frontier markets, with a particular focus on economic and financing issues. Our reports feature topical analysis of macroeconomic fundamentals, policy developments, political economy dynamics and downside risks.
The impact on gasoline prices of selling 11 or even 30 million barrels of oil from SPR is negligible. Moving forward the planned sale of 288 million b
The recent Lira sell-off follows many years of trend depreciation, such that the currency is now materially undervalued in our models. Turkey's bal
Early this year we signaled rising EM risk , especially for Argentina and Turkey. We also flagged growing potential for contagion to the broader EM co