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July 9, 2014
The first half of 2014 provided growth disappointments but financial market buoyancy. We continue to expect global growth to accelerate in 2014H2, und

July 3, 2014

Strong U.S. payrolls jolt Treasuries, boost stocks U.S. labor market report - broad-based improvement Global PMIs-China to the rescue ECB pauses amids

June 30, 2014
Portfolio inflows to emerging economies continued at a rapid pace in June, with portfolio bond flows in particular rising to the highest level since A

June 26, 2014
Sizing up equity valuations and the credit market rally FX roundup- focus on high-yielding currencies U.S. growth-where is the beef? Flash PMIs- l'exc

June 23, 2014
Concerned by the deteriorating political situation, the military mounted a peaceful coup in late May. The return to a functioning government should sp

June 19, 2014
Qatar's economy is continuing to grow rapidly following a smooth leadership transition in mid-2013. 2015 will mark the completion of major hydrocarbon

June 19, 2014
Slightly tighter market fundamentals and an overlay of increased geopolitical risks have led us to raise our forecast for the average Brent benchmark

June 19, 2014
Markets see few reasons to steer clear of risk assets-at least for now Fed policy-steady as she goes Market signals and fundamentals both suggest only

June 18, 2014
SMEs in Greece have been hit hard by the crisis, suffering from sharp declines in output and a marked fall in new lending from banks compared with the

June 12, 2014
Equity markets reassess valuations Signs of credit market complacency? ECB accommodation lends further support to carry trades After a weak Q1, an une

June 12, 2014
Algeria's growth model based on hydrocarbon-financed fiscal spending and heavy-handed government intervention in the economy is not sustainable. Softe

June 10, 2014
Persistent social protests are threatening political stability and weighing on the economy's performance. Although the government has induced a 60% de

June 5, 2014
ECB moves to a negative deposit rate Pessimism about mature economy growth Concerns about the outlook for EM capital flows Impact of new technologies

May 29, 2014
Private capital inflows to emerging markets are benefiting from a supportive global environment, including an improving macro outlook and strong risk

May 29, 2014
Our EM portfolio flows tracker indicates that portfolio inflows to emerging economies continued their upward trend of the last several months in May,

May 29, 2014
Another leg down in forward rates, another leg up for emerging market assets Japan's largest pension fund prepares to increase allocations to equities

May 29, 2014
Bahrain's fiscal situation is coming under increasing strain, with the government debt-to-GDP ratio having soared over the past five years due to pers

May 28, 2014
President Michelle Bachelet is seeking the largest overhaul of the tax code in decades, aimed at raising revenues for greater education spending and i

May 28, 2014
Economic performance, policies and the near-term outlook have become increasingly divergent across Emerging Europe despite the improving external envi

May 28, 2014
Saudi Arabia's economy is undergoing an important shift as oil surpluses-while still large-gradually decline and the government makes a new, big push
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