Waiting for higher wage inflation has been like watching paint dry. That is about to change with October data on average hourly earnings. A large base

Continuing the IIF's 3-part series on Cloud technology in the financial services industry, our Part 2 paper expands on that by looking at the challeng

The EM sell-off was quite intense in recent months, with major currencies in Asia depreciating significantly. We assess if this is a signal of systemic risk in the region, comparing external risk metrics in the 1997 crisis vs. now. Vulnerability is an order of magnitude lower today. Financing needs are much lower and reserves higher.

Despite a sharp drop in portfolio flows, 2018 should see broadly stable non-resident capital flows to emerging markets of over $1.1 trillion, with FDI

We turned more constructive on emerging markets some weeks ago, given that the EM sell-off eliminated some of the biggest FX overvaluations. But a

Portfolio inflows to EMs increased slightly to $7.9 billion in September, due mostly to a rebound in bond inflows to $5.6 billion-offsetting the slowd

In the wake of the latest escalation in China-US trade tensions, RMB has not resumed its sharp devaluation from a few months ago. This is because t