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Advanced Economies
Briefings
Germany: Economic Profile
German Business Climate Index Rises Considerably in February
Eurozone : Germany : Europe : Macroeconomy : Growth Outlook and Business Cycle
United States: Consumption
U.S. Consumers: Reuters/University of Michigan Consumer Sentiment Index Improves in Early February
United Kingdom: Monetary Policy
UK: Monetary Policy Remains Unchanged; Is Further Easing Required?
United Kingdom : Europe : Macroeconomy : Monetary Policy and Inflation
Italy: Finance and Banking
Italy: Banking Sector Begins to Look Shaky in the Face of Contracting Economy
Eurozone : Italy : Europe : Finance and Banking : Macroeconomy
United States: Real Estate
U.S. Housing: Housing Starts Pare Back in January
United States : North America : Finance and Banking : Macroeconomy : Real Estate : Real Estate and Mortgage Finance : Residential
Portugal: Politics
Portugal: Dwindling Support for the Ruling Party; Have the Austerity Measures Gone too far?
Eurozone : Portugal : Europe : Geostrategy : Foreign and Domestic Political Risk
France: Monetary Policy
France: Inflation Continues to Spiral Downwards; Domestic Demand Remains Dismal
Eurozone : France : Europe : Macroeconomy : Monetary Policy and Inflation
France: Fiscal Policy
France: Sovereign Downgrade Despite Q3 GDP Surprise
Eurozone : France : Europe : Macroeconomy : Fiscal Policy
France: Economic Profile
France: European Commission Slashes Growth Forecasts Owing to Weak Demand
Eurozone : France : Europe : Macroeconomy : Growth Outlook and Business Cycle
France: Domestic Demand
France: Employment Expected to Fall Again in Q4; Is Raising SMIC a Good Policy?
Eurozone : France : Europe : Macroeconomy : Labor Markets and Productivity
Portugal: Fiscal Policy
Portugal: IMF Approves Disbursement Under Sixth Review; Is Further Austerity Necessary?
Eurozone : Portugal : Europe : Macroeconomy : Fiscal Policy
Italy: Politics
Germany Reacts to Italy’s 'Clowns'
Eurozone : Italy : Europe : Geostrategy : Foreign and Domestic Political Risk
Italy: External Accounts
Italy: Trade Surplus Falls Marginally; Is the External Sector Giving into Crisis?
Eurozone : Italy : Europe : Macroeconomy : Trade and External Balance
Italy: Fiscal Policy
Italy: Deficit-to-GDP Ratio Narrows Significantly in Q3 2012
Eurozone : Italy : Europe : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle
Italy: Monetary Policy
Italy: Weak Demand Reflected in Soft Retail Trade and Inflation Data
Eurozone : Italy : Europe : Macroeconomy
Italy: Economic Profile
Italy: 2013 Growth Forecast Revised Downwards; Further Contraction on the Horizon
Eurozone : Italy : Europe : Macroeconomy : Growth Outlook and Business Cycle
Italy: Domestic Demand
Italy: Employment Data Worsens Again; Will Labor Market Turn Around in 2013?
Eurozone : Italy : Europe : Macroeconomy : Labor Markets and Productivity
United States: Monetary Policy
U.S. Monetary Policy: Fed Extends QE3; Unemployment and Inflation Indicators-Based Guidance Adopted
United States : Advanced Economies : North America : Finance and Banking : Macroeconomy : Monetary Policy and Inflation
M&A in the Commodities Sector
M&A in the Commodities Sector: Uranium Projects Get Go Ahead Despite Fukushima
Canada : Advanced Economies : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy : Sectors and Industries
Spain: Economic Profile
Spanish Services PMI Rises to 19-Month High in January
Eurozone : Spain : Europe : Macroeconomy : Growth Outlook and Business Cycle
United States: Finance and Banking
US Non-bank Financial Sector: Systemic Risks Remain Unresolved
United States : North America : Finance and Banking : Banks : Nonbank Intermediaries
Canada: Finance and Banking
Canadian Banking System: Smooth Sailing… So Far
Canada : North America : Finance and Banking : Macroeconomy : Banks : Real Estate : Systemic Risk, Vulnerabilities and Asset Bubbles
United States: Labor Market
U.S. Productivity Pares Back in Q4 2012; Unit Labor Costs Jump
United States : Advanced Economies : North America : Macroeconomy : Labor Markets and Productivity
Bank Resolution Regimes
Resolution Regimes and Bail-in Mechanism: Impact on Banks and Financial Markets
Eurozone : United Kingdom : United States : Europe : North America : Finance and Banking : Macroeconomy : Banks : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles
Banks and Litigations Risks
Potential Litigation Costs Casting Shadow Over Banks’ Earnings Outlook
Japan : Northeast Asia : United States : Asia/Pacific : Europe : North America : Finance and Banking : Banks : Financial Regulation
Regulation and Banks
Basel III: Solvency Requirements
United States : North America : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
United States: Production and Investment
U.S. Non-Manufacturing ISM Index Shows Solid Gain in February
United States : North America : Macroeconomy : Sectors and Industries
Financial Conditions and Liquidity
Central Banks' Collateral Frameworks and Non-Standard Measures
Emerging Europe and CIS : Eurozone : Sub-Saharan Africa : United States : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Banks
The ECB and the Eurosystem
No Rate Cut Expected From the ECB--Yet
Eurozone : Europe : Macroeconomy : Fiscal Policy : Monetary Policy and Inflation
Canada: Banking Sector
Will New Regulations Help Canadians Reduce Debts?
Canada : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Real Estate : Real Estate and Mortgage Finance : Systemic Risk, Vulnerabilities and Asset Bubbles
Political Risk in the Baltics
Lithuania: Fiscal Consolidation Continues
Baltics : Emerging Europe and CIS : Eurozone : Europe : Frontier Markets : Geostrategy : Foreign and Domestic Political Risk
Norway: Economic Policy
Norges Bank on Hold in December
Nordics : Norway : Advanced Economies : Europe : Macroeconomy : Monetary Policy and Inflation
Sweden: Economic Policy
Riksbank Cuts the Repo Rate to 1.0%
Nordics : Sweden : Advanced Economies : Europe : Macroeconomy : Monetary Policy and Inflation
Denmark: Economic Profile
Denmark's Economic Weakness Continues
Nordics : Europe : Macroeconomy : Growth Outlook and Business Cycle
Sweden: Economic Profile
Swedish Economy Weak in H2 2012
Nordics : Sweden : Advanced Economies : Europe : Macroeconomy : Growth Outlook and Business Cycle
Norway: Economic Profile
Norway's Economy Still Strong
Nordics : Norway : Advanced Economies : Europe : Macroeconomy : Growth Outlook and Business Cycle
Finland: Economic Profile
Finland, Another Eurozone Country in Recession
Eurozone : Nordics : Advanced Economies : Europe : Macroeconomy : Growth Outlook and Business Cycle
Australia: Domestic Demand
Australian Unemployment Rises in December Despite Interest Rate Cut
Australia : Pacific : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
United Kingdom: Domestic Politics
UK Eases Stance On Dismissal of Fiscal Treaty After Criticism
United Kingdom : Europe : Geostrategy : Foreign and Domestic Political Risk
New Zealand: Monetary Policy
New Zealand's Inflation Falls 0.3% in Q4; Reserve Bank Holds Policy Rates
New Zealand : Pacific : : Macroeconomy : Monetary Policy and Inflation
New Zealand: Key Sectors
New Zealand’s Unemployment Rate Falls to 6.3% in Q4 2011
New Zealand : Pacific : Asia/Pacific : Macroeconomy : Real Estate : Sectors and Industries
New Zealand: Economic Profile
New Zealand's Electronic Card Transactions Dip in March
New Zealand : Pacific : Asia/Pacific : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle
New Zealand: External Accounts
New Zealand's Q3 Current Account Deficit Widens as Commodity Export Prices Fall
New Zealand : Pacific : Asia/Pacific : Macroeconomy : Current Account
Australia: External Balance
Australia Trade Deficit Widens For Third Straight Month in March
Australia : Pacific : Asia/Pacific : Macroeconomy : Capital Flows, FDIs, Capital Controls : Current Account : International Trade and Globalization : Trade and External Balance
Australia: Finance and Banking
Are Australian Banks a Good Alternative for Investors?
Australia : Pacific : Asia/Pacific : Finance and Banking : Banks : Nonbank Intermediaries : Real Estate and Mortgage Finance : Securitization and Structured Finance
Japan: Economic Profile
Japanese GDP Contracts 3.5% q/q SAAR in Q3, Led by Exports
Japan : Northeast Asia : Advanced Economies : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Australia: Key Sectors
The Australian Housing Sector: A New Driver for Optimism?
Australia : Pacific : Asia/Pacific : Macroeconomy : Real Estate
Japan: Politics
Ichiro Ozawa and 49 Others Resign From Japan's Ruling Party in Response to Tax Hike
Japan : Northeast Asia : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks
Greece: Domestic Demand
Greece: Rate of Joblessness Rises to 27% in November; 61.7% of the Youth Remain Unemployed
Eurozone : Greece : Europe : Macroeconomy : Labor Markets and Productivity
Spain: Domestic Demand
Spain: Unemployment Rate Slows to 8.3% y/y in January; Retail Business Down by 6.8% y/y in 2012
Eurozone : Spain : Europe : Macroeconomy : Labor Markets and Productivity
Argentina: Key Sectors
Nationalized YPF net profits plunged in Q3. Still waiting for private investors.
Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy
Japan: Finance and Banking
IMF Conducts Stress Tests on Japanese Banks: Sovereign Debt Exposure a Top Concern
Japan : Northeast Asia : Asia/Pacific : Finance and Banking : Banks
Greece: Price Dynamics
Greece Faces Third Consecutive Month of Deflation in January
Eurozone : Greece : Europe : Macroeconomy : Monetary Policy and Inflation
Spain: Price Dynamics
Spain: EC Expects Inflation to Slowdown Significantly in 2013 as Contraction in Private Consumption Gathers Momentum
Eurozone : Spain : Europe : Macroeconomy : Monetary Policy and Inflation
Japan: Monetary Policy
What to Expect From a Kuroda-Led Bank of Japan Board in April
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
United Kingdom: External Accounts
UK Trade Deficit Shrinks in March, Exports Rebound
United Kingdom : Europe : Macroeconomy : Trade and External Balance
Australia: Domestic Politics
Australia's Labor Party Finds Political Stability, For Now
Australia : Pacific : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
New Zealand: Domestic and Foreign Politics
New Zealand Approves the Sale of Dairy Farms to a Chinese Conglomerate
New Zealand : Pacific : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
Iceland: Economic Profile
Iceland Continues Rate Hikes, but Risks Remain
Nordics : Advanced Economies : Europe : Macroeconomy : Growth Outlook and Business Cycle
United Kingdom: Domestic Demand
UK: Retail Sales Severely Disappoint; Consumer Sentiment Remains Low
United Kingdom : Europe : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
Belgium: Economic Profile
Belgium Returns to Growth; Escapes Recession
Belgium : Eurozone : Europe : Macroeconomy : Growth Outlook and Business Cycle
United States: Fiscal Policy
U.S. Credit Rating: Moody’s Calls for Effective Debt Reduction Policy; Warns of a Rating Downgrade
United States : North America : Macroeconomy : Fiscal Policy
United States: Price Dynamics (Inflation/Deflation)
U.S. Inflation: Headline CPI Stays Flat in January; Core Shows Stronger Gain
United States : North America : Macroeconomy : Monetary Policy and Inflation
United States: External Sector
U.S. Trade Deficit Shows Surprise Improvement in December
United States : North America : Macroeconomy : Capital Flows, FDIs, Capital Controls : Current Account : International Trade and Globalization : Trade and External Balance
Ireland: Domestic Politics
Ireland's Interest Rate On Bailout Loans Reduced to 3.5%
Eurozone : Ireland : Europe : Geostrategy : Foreign and Domestic Political Risk
Australia: Economic Profile
Australian Growth Remains Buoyant on Mining Sector Performance
Australia : Pacific : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
United Kingdom: Real Estate Market
UK: Increase in Real Estate Market Activity While Prices Remain Unstable; Stability in Sight?
United Kingdom : Europe : Geostrategy : Macroeconomy : Real Estate
United States: Economic Profile
U.S. GDP Shows First Decline Since 2009, Contracts 0.1% in Q4 2012
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle
Japan: Fiscal Policy
Japanese Prime Minister Dissolves Parliament, Election Set for December 16
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
Canada: Real-Estate Sector
Canada: Housing Sales Increase in January; Some Stability in Real Estate Market?
Canada : North America : Finance and Banking : Macroeconomy : Commercial : Real Estate : Real Estate and Mortgage Finance : Residential
EU and EMU Institutional Framework
EU Leaders Reach a Deal on Banking Union; SSM Expected to Become Operational by March 2014
Russia and the U.S.
Race to the Arctic: The New Source of Oil and Gas?
Baltics : Commonwealth of Independent States : Emerging Europe and CIS : Eurozone : Russia : Russia, CIS and the Caucasus : United States : Europe : North America : Geostrategy : Defense Policy and Terrorism : Foreign Policy and Geostrategic Risks : Nuclear Proliferation
Ireland: Fiscal Policy
Ireland: Leading Think Tank Calls for Faster Deficit Reduction
Eurozone : Ireland : Europe : Geostrategy : Macroeconomy : Fiscal Policy : Foreign and Domestic Political Risk : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Real Estate
Canada: Consumption
Canada: Manufacturing Sales Plummet While Retail Trade Remains Soft
Canada : Advanced Economies : North America : Macroeconomy : Growth Outlook and Business Cycle : Labor Markets and Productivity
APEC's Growing Profile
East Asia Summit Eclipsed by U.S.-China Rivalry and South China Sea
Australia : Canada : Chile : China : Colombia : Hong Kong : Indonesia : Japan : Malaysia : Mexico : Northeast Asia : Pacific : Peru : Philippines : Singapore : South Korea : Southeast Asia : Thailand : Vietnam : Asia/Pacific : Latin America : Geostrategy : IMF and International Economic Institutions : International Organizations
Greece: Domestic Politics
Greece: Corruption Probe Picks Up Speed; Parliament President Resigns
Eurozone : Greece : Europe : Geostrategy : Foreign and Domestic Political Risk
Eastern Europe: External Accounts
Emerging Europe: After a Q1 Lull, Bank Deleveraging Set to Resume
Baltics : Commonwealth of Independent States : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Russia : Russia, CIS and the Caucasus : Southeast Europe : Europe : Macroeconomy : Capital Flows, FDIs, Capital Controls : Current Account : Trade and External Balance
French Security and Defense Policy
Entente Fiscale: France and the UK Ink Belt-Tightening Defense Pact
France : Europe : Geostrategy : Defense Policy and Terrorism : Foreign Policy and Geostrategic Risks
Eastern Europe: Public Finances
Czech Fiscal Policy: Controversial Tax Hikes Narrowly Approved by Parliament
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Southeast Europe : Europe : Macroeconomy : Fiscal Policy
NATO's Future Role
NATO in Afghanistan: Obama Unwinds Troop Increase
Baltics : Belgium : Emerging Europe and CIS : Eurozone : Nordics : Norway : Romania : Southeast Europe : Turkey : Europe : Geostrategy : Foreign Policy and Geostrategic Risks : International Organizations
Europe's Neutrals
What Are the Effects of Ireland’s Harsh Spending Cuts?
Eurozone : Nordics : Sweden : Europe : Geostrategy : Foreign Policy and Geostrategic Risks
Central and Eastern European Demographics
Central and Eastern European Demographics: Impact Of Greying And Emigration
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Southeast Europe : Europe : Geostrategy : Macroeconomy : Demographics : Labor Markets and Productivity
Canada: The Canadian Dollar
The Recurring Debate on Pegging the Loonie to the Greenback
Canada : North America : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation
Reform of the European Union
Belgium Takes the EU Helm on July 1: Financial Oversight Dominates Policy Challenges
Czech Republic : Emerging Europe and CIS : Eurozone : Poland : Europe : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks : International Organizations
Eurozone: Economic Profile
EZ: European Commission Expects Recession to Continue in 2013; Consumers Remain Optimistic in February
Eurozone : Europe : Macroeconomy : Growth Outlook and Business Cycle
EU Banking System
German Banking System –Structural Problems and EZ Peripheral Exposures Persist
Eurozone : France : Advanced Economies : Europe : Finance and Banking : Macroeconomy : Banks : Systemic Risk, Vulnerabilities and Asset Bubbles
Delinquencies and Foreclosures in the Residential Mortgage Market
United States : Advanced Economies : North America : Finance and Banking : Real Estate and Mortgage Finance
Lithuania: Economic Profile
Baltics : Emerging Europe and CIS : Eurozone : Europe : Frontier Markets : Macroeconomy : Growth Outlook and Business Cycle
Latvia: Economic Profile
S&P Returns Latvia to Investment Grade: Calling the End to the Adjustment?
Baltics : Emerging Europe and CIS : Eurozone : Europe : Macroeconomy : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles
Currency Pegs in the Baltic States
Baltic Banking Systems: Will Regulatory Changes Impede Future Bank Lending?
Baltics : Emerging Europe and CIS : Eurozone : Europe : Frontier Markets : Macroeconomy : Markets : Currencies
Estonia: Economic Profile
Baltics : Emerging Europe and CIS : Eurozone : Emerging Markets : Europe : Frontier Markets : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
Canada: Equity Markets
Does Canada Need a National Securities Regulator?
Canada : North America : Markets : Equity
The Evolving OAS
Cuba Begins to Lay Off State Workers
Canada : North America : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks : International Organizations
Sovereign Risk in the Eurozone
Cyprus Becomes Eurozone's Fifth Bailout Candidate: Full Program
Eurozone : Greece : Ireland : Italy : Spain : Europe : Macroeconomy : Fiscal Policy : Government Bonds
Portugal: Economic Profile
Portugal: European Commission Revises Growth Projections Downwards; Any Hope for Turnaround?
Eurozone : Portugal : Europe : Macroeconomy : Growth Outlook and Business Cycle
France: Domestic Politics
France: Socialists Secure Parliamentary Majority
Eurozone : France : Europe : Geostrategy : Foreign and Domestic Political Risk
Canada: Monetary Policy
Canada: CPI Remains Soft; Time to Change Monetary Stance?
Canada : Advanced Economies : North America : Macroeconomy : Monetary Policy and Inflation
Spain: Domestic Politics
Catalonia Elections: No party Wins Clear Majority; Pro-Independence Parties to Form a Coalition
Eurozone : Spain : Europe : Geostrategy : Foreign and Domestic Political Risk
Credit Rating Agencies
Credit Rating Agencies: Banks Warned About Move to Remove Ratings
Eurozone : United States : Europe : North America : Finance and Banking : Banks : Capital Market Intermediaries : Financial Regulation
Greece: Economic Profile
Greece: EC Revises Its 2012 and 2013 Growth Forecasts Downward
Eurozone : Greece : Europe : Macroeconomy : Growth Outlook and Business Cycle
Australia: Monetary Policy
The RBA Surprises Markets Again, Cuts Rates in December
Australia : Pacific : Advanced Economies : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
IMF's Role in Central and Eastern Europe
Romania: Political Tensions Set to Ease as Basescu Reappoints Ponta as Prime Minister
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Serbia : Southeast Europe : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles
Central Bank Reserves Diversification
Reserves Shifting Away From the Dollar?
United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Macroeconomy : Markets : Currencies : FX Reserves and Sovereign Wealth : Trade and External Balance
United Kingdom: Economic Profile
UK: Industrial Production Plummets Despite Expansionary PMI Data
United Kingdom : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle
United Kingdom: Fiscal Policy
UK: January Surplus Comes too Late; AAA Rating Lost
United Kingdom : Europe : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle
Resolution of Troubled Financial Institutions
Contingent Convertibles(CoCos): Europe to Use CoCos to Aid Ailing Banks
United States : Advanced Economies : Europe : North America : Finance and Banking : Banks : Financial Regulation : Nonbank Intermediaries
Economics of the Olympics and Other Major Sporting Events
Canada : Gulf Cooperation Council : Northeast Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macroeconomy
Belgium: Domestic Politics
Belgium: Political Parties Form New Coalition Government
Belgium : Eurozone : Europe : Geostrategy
Euro Adoption Path for EU Newcomers
EU Newcomers' Euro Adoption: Delays Expected Due to Eurozone Debt Crisis
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Southeast Europe : Europe : Frontier Markets : Macroeconomy
United States: Domestic Politics
GOP Exploratory Committees Kick-off 2012 U.S. Presidential Race
United States : North America : Geostrategy : Foreign and Domestic Political Risk
Political Risk in Northern Ireland
Has Peace Become Permanent in Northern Ireland?
Eurozone : Ireland : United Kingdom : Europe : Geostrategy : Defense Policy and Terrorism : Foreign and Domestic Political Risk
Greece: Fiscal Policy and Public Finances
S&P Raises Greece's Sovereign Debt Rating to B- Amid Growing Optimism
Eurozone : Greece : Europe : Finance and Banking : Macroeconomy : Fiscal Policy
Eurozone: The Euro
What Are the Chances of an EMU Breakup?
Eurozone : Europe : North America : Markets : Currencies
United Kingdom: Foreign Policy
Claims of Sovereignty Over the Falkland Islands
United Kingdom : Europe : Geostrategy : Macroeconomy : International Organizations
Australia: Fiscal Policy
Australian Budget Seeks A Surplus, But At What Cost?
Australia : Pacific : Asia/Pacific : Macroeconomy : Fiscal Policy
Germany: Domestic Politics
Germany: Huge Electoral Setback for Chancellor Merkel
Eurozone : Germany : Europe : Geostrategy : Foreign and Domestic Political Risk
Slovenia: Economic Profile
Slovenia Economic Outlook: Q2 GDP Contracts 9.3% Y/Y, Recovery Hinges on Upturn in Trading Partners
Eurozone : Europe : Macroeconomy : Growth Outlook and Business Cycle
OTC Derivatives Regulation
OTC Derivatives Regulation: Meet EMIR - EU Equivalent to Dodd-Frank
United States : North America : Finance and Banking : Financial Regulation : Securitization and Structured Finance
United States: Corporate Bonds
Investment-Grade Bonds: How Sustainable Is the Rally?
United States : Advanced Economies : North America : Corporate Bonds and Leveraged Loans : Money Markets
Political Risk in Eastern Europe
Czech Politics: Government Survives but Remains Shaky Amid Austerity Backlash
Baltics : Commonwealth of Independent States : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Russia, CIS and the Caucasus : Southeast Europe : Emerging Markets : Europe : Frontier Markets : Geostrategy : Foreign and Domestic Political Risk
Nuclear Weapons Proliferation
Pakistan's Growing Nuclear Arsenal—A Growing Risk for the U.S.
Egypt : United States : Middle East and Africa : North America : Geostrategy : Defense Policy and Terrorism : Nuclear Proliferation
Canada: Economic Profile
Canada Records 0.6% GDP Growth in Q4 2012
Canada : North America : Macroeconomy : Growth Outlook and Business Cycle : Monetary Policy and Inflation
Japan: Domestic Demand
Private-Sector Orders Up as the Decline in Manufacturing Activity Continues to Ease
Austria: Inflation
Upward Trend in Austria's Inflation Halts in February 2010
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation
Germany: Price Dynamics (Inflation/Deflation)
Germany: Prices Fall Sharply in January, CPI Registers Much Below the 2% Mark
Eurozone : Germany : Europe : Macroeconomy : Monetary Policy and Inflation
Eurozone: Monetary Policy
ECB Statements: What Is the ECB Thinking?
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation
United States: Entitlement Reform
U.S. Healthcare Reform and Repeal: Legislation a Work in Progress
United States : North America : Geostrategy : Macroeconomy : Demographics : Fiscal Policy
Ireland: Economic Profile
Ireland Conducts Successful 5- and 8-Year Bond Auction at 5.95% Yield
Eurozone : Ireland : Europe : Macroeconomy : Growth Outlook and Business Cycle
Hedge Fund and Private Equity Regulation
United States : Advanced Economies : Europe : North America : Finance and Banking : Financial Regulation : Nonbank Intermediaries
United Kingdom: Banking Sector
UK FSA to Review Supervision Methodology Following Libor Scandal
United Kingdom : Europe : Finance and Banking : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
Too-Big-To-Fail Banks
Too Big to Fail Status Report: Unwieldy Dodd-Frank Legislation Faces Backlash
Switzerland : United Kingdom : United States : Advanced Economies : Europe : North America : Banks : Financial Regulation
Russia: Consumption
Russian Consumption Weakens in January: Will the Trend Continue?
Eurozone : Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle : Trade and External Balance
Alternative Transport Fuels
Greening Transport: Electric, Gas or Ethanol?
United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy
Germany: Export Sector
German Export Growth Slows to 3.4% y/y in 2012
Eurozone : Germany : Europe : Macroeconomy : International Trade and Globalization : Sectors and Industries
Switzerland: Economic Profile
Swiss GDP Surges Higher Than Expected in Q1 2012
Switzerland : Europe : Macroeconomy : Growth Outlook and Business Cycle
Canada: Energy Sector
Resources Driving Foreign Investment to Canada?
Canada : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil : Oil and Energy
Public-Private Investment Program (PPIP) and TALF
United States : North America : Finance and Banking : Asset Management and Portfolio Choice
Germany: Labor Market
Unemployment Rate in Germany Falls to 6.8% in January
Eurozone : Germany : Europe : Macroeconomy : Labor Markets and Productivity
Greece: Banking Sector
Greece Taps Rescue Fund to Nationalize Proton Bank
Eurozone : Greece : Europe : Finance and Banking : Banks
Eastern European Energy Security
Russian Deal With Ukraine Eases Fears of Another Winter Gas War
Commonwealth of Independent States : Emerging Europe and CIS : Eurozone : Nordics : Poland : Russia : Russia, CIS and the Caucasus : Serbia : Southeast Europe : Europe : Geostrategy : Commodities : Energy : Energy Security and Policy : Foreign Policy and Geostrategic Risks : Natural Gas : Oil and Energy
Ireland: Banking Sector
Irish Banks: Deleveraging Continues, Recapitalization Needed, SME Lending Still Weak
Eurozone : Ireland : Europe : Finance and Banking : Banks
French Foreign Policy
Coup in Niger: Uranium Market Implications?
France : Europe : Middle East and Africa : Geostrategy : Defense Policy and Terrorism : Development Challenges : Foreign Policy and Geostrategic Risks : International Organizations
Canada: Exports
Canada: Widening Current Account Deficit in Q3
Canada : North America : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance
Government Sponsored Enterprises
U.S. Housing: Factors that Aid or Impede the Housing Recovery
United States : North America : Finance and Banking : Banks : Nonbank Intermediaries : Real Estate and Mortgage Finance
Unconventional Monetary Policy
Eurozone : United Kingdom : United States : Advanced Economies : Europe : North America : Finance and Banking : Macroeconomy : Current Financial Crisis : Financial Regulation : Systemic Risk, Vulnerabilities and Asset Bubbles
United States: U.S. Dollar Long-Term
Is the Reduced U.S. Home Bias a Cause or Consequence of USD Weakness?
Leveraged Loans and Collateralized Loan Obligations (CLO)
United States : Advanced Economies : North America : Corporate Bonds and Leveraged Loans
High-Yield Bonds and Distressed Debt
High-Yield Bonds Back at Par: Where to Go from Here?
United States : Advanced Economies : North America : Corporate Bonds and Leveraged Loans
EU Climate Change Policy
What’s Brewing in EU Climate Policy After Copenhagen?
Eurozone : Europe : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy
Spain: Fiscal Policy
Spain: EZ Approves €39.5 Billion Loan for Bank Recapitalization
Eurozone : Spain : Europe : Macroeconomy : Fiscal Policy
Ireland: Inflation
Ireland's Residential Property Prices Rise for First Time Since 2007
Eurozone : Ireland : Europe : Macroeconomy : Monetary Policy and Inflation
Canada: Domestic Politics
Canada's Electoral Shakeup: A Conservative Majority
Canada : North America : Geostrategy : Foreign and Domestic Political Risk
Global Military Spending
Global Military Spending Still on the Rise?
China : Gulf Cooperation Council : Northeast Asia : Russia : Russia, CIS and the Caucasus : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Markets : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Sectors and Industries
United States-Turkey Relations
Erdogan Visit Highlights Turkey's Economic and Political Ties With the Middle East
Turkey : United States : Europe : North America : Geostrategy : Energy Security and Policy : Foreign Policy and Geostrategic Risks
United States: Commercial Real Estate Loans and Mortgage-Backed Securities (CMBS)
Commercial Real Estate Loss Estimates
United States : Advanced Economies : North America : Finance and Banking : Commercial : Real Estate : Real Estate and Mortgage Finance
Russia and the EU
Race to the Arctic: The New Source of Oil and Gas?
Baltics : Commonwealth of Independent States : Emerging Europe and CIS : Eurozone : Nordics : Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Energy Security and Policy : Foreign Policy and Geostrategic Risks
The Netherlands: Economic Profile
The Netherlands Gets a Minority Right-Wing Government
Belgium : Eurozone : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle
New Zealand: The New Zealand Dollar
New Zealand Registers Trade Surplus in Q4 2011 on Stronger Export Growth
Germany: Household Consumption
German Consumers Continue to Remain Optimistic in February
Eurozone : Germany : Europe : Macroeconomy
Dark Liquidity Pools
United States : Advanced Economies : Europe : North America : Finance and Banking : Markets : Equity : Nonbank Intermediaries
Switzerland: Monetary Policy and Inflation
Swiss Manufacturing PMI Increases to 48.1 in June
Switzerland : Europe : Macroeconomy : Monetary Policy and Inflation
The Netherlands: Price Dynamics (Inflation/Deflation)
Has Dutch Inflation Reached its Trough?
Belgium : Eurozone : Europe : Macroeconomy
The Bank for International Settlements (BIS)
Argentina : Australia : Brazil : Canada : Chile : China : Hong Kong : India : Indonesia : Japan : Malaysia : Mexico : New Zealand : Northeast Asia : Pacific : Philippines : Portugal : Russia : Russia, CIS and the Caucasus : Singapore : South Africa : South Asia : South Korea : Southeast Asia : Thailand : United States : Asia/Pacific : Latin America : Middle East and Africa : North America
Financial Integration in the Eurozone
Financial Integration and Current Account Imbalances: What Are the Links?
Eurozone: Price Dynamics (Inflation/Deflation)
Is the ECB Right About Tracking the Money Supply?
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation
Liquidity Traps
Eurozone : United Kingdom : Advanced Economies : Europe : Latin America : North America : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
Credit Defaults Swaps on Asset-Backed Securities (ABCDS)
United States : North America : Finance and Banking : Markets : Derivatives : Securitization and Structured Finance
Counterparty Risk Management and Central Clearinghouse
United States : North America : Finance and Banking : Securitization and Structured Finance
Japan: External Accounts
Japan's Exports Mark Fifth Straight Monthly Contraction in October
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
Italy: Foreign and Defense Policy
Italy : Europe : Geostrategy : Foreign Policy and Geostrategic Risks
Eurozone: Government Bonds
Diverging Intra-Eurozone Government Bond Spreads: Reflecting Credit or Liquidity Risk?
Austria: Economic Profile
Austrian Economy Remains Stagnant in Q1 2010
Eurozone : Europe : Macroeconomy : Growth Outlook and Business Cycle
Commercial Paper
United States : North America : Corporate Bonds and Leveraged Loans : Money Markets
Special Purpose Vehicles (SPV)
United States : North America : Finance and Banking : Securitization and Structured Finance
CDS Trading Strategies
United States : North America : Finance and Banking : Securitization and Structured Finance
SIVs, Conduits and Asset-Backed Commercial Paper (ABCP)
United States : North America : Finance and Banking : Real Estate and Mortgage Finance : Securitization and Structured Finance
Austria: Labor Market
Austria: How High will Unemployment rise?
Eurozone : Europe : Macroeconomy : Labor Markets and Productivity
Currency Intervention in Developed Countries
Prime Minister Loses Vote, but Will UK Use its Veto Power at EU Summit?
Australia: Corporate Finance
Are Australian Business Earnings and Production Still Sliding?
Australia : Pacific : Asia/Pacific : Finance and Banking : Corporate Finance
United States: Future Federal Reserve Policy Regimes
Will the Fed Switch to a New Benchmark Interest Rate?
United States : North America : Macroeconomy : Monetary Policy and Inflation
Negative Equity and Lessons from Past Crises
Will an HOLC-Type Entity be More Effective than RTC/RFC in Alleviating the Mortgage Crisis This Time?
United States : North America : Finance and Banking : Real Estate
Germany: Fiscal Policy
Germany Set to Meet Deficit Reduction Target Ahead of Schedule in 2011 as Tax Revenues Beat Expectations
Eurozone : Germany : Europe : Macroeconomy : Fiscal Policy
U.S. International Investment
United States : North America : Current Account : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles : Trade and External Balance
Private Investment in Public Equity (PIPE)
United States : North America : Finance and Banking : Nonbank Intermediaries
United States: Influence and the Global Economic Crisis
United States : Advanced Economies : North America : Geostrategy : Macroeconomy : Current Financial Crisis : Foreign Policy and Geostrategic Risks : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles
Private Mortgage Insurers
United States : North America : Finance and Banking : Real Estate and Mortgage Finance
Convexity
Mortgage Convexity Risk: Are Technical Factors Driving Long-Term Treasury Yields Higher?
United States : North America : Finance and Banking : Real Estate and Mortgage Finance
Canada: Foreign and Defense Policy
U.S. - Canada Relations: Will Restrictions on Border Crossings Lead to a Dispute?
Canada : North America : Geostrategy : Development Challenges : Foreign Policy and Geostrategic Risks
Covered Bonds
Covered Bonds: Australia Will Legalize; EU Considers Loosening Basel III Rules
United States : North America : Finance and Banking : Real Estate and Mortgage Finance
Central Europe: Auto Sector
Auto Production in Eastern Europe: Bright Future?
Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Europe : Macroeconomy : Sectors and Industries
Canada: Pensions and Retirement
Canada's Government Pension Plan (CPP): A Model?
Canada : North America : Geostrategy : Macroeconomy : Demographics
Petrodollars
Where are Petrodollars Now? Funnelled into Domestic Projects?
United States : Latin America : Middle East and Africa : North America : Markets : Currencies : FX Reserves and Sovereign Wealth
Labor Market in the Eurozone
Structural Labor Market Reforms: An Update of the Lisbon Agenda and the Literature
Eurozone : Europe : Macroeconomy : Labor Markets and Productivity
EconoMonitors
Ed Dolan's Econ Blog
How Much is Enough? Why do we Work so Much and Enjoy so Little Leisure?
Jun 16, 2013
Geostrategy Channel
New US Energy Secretary will Make a Decision on LNG Exports by December
Jun 14, 2013
Ed Dolan's Econ Blog
Breakup of the Ruble Area (1991-1993): A Cautionary Tale for the Euro
Jun 11, 2013
Daily Digest
News
United States of America 'AA+/A-1+' Ratings Affirmed; Outlook Revised To Stable On Receding Fiscal Risks
Standard and Poor's Jun 10, 2013
News
Japan central bank keeps extreme easing policy steady, upgrades view of economy
The Washington Post Jun 11, 2013
Blogs
Fed’s Bullard: Weak Inflation May Argue For More Stimulus
WSJ Real Time Economics Jun 10, 2013
Analysis
Drilling Down into Core Inflation: Goods versus Services
Federal Reserve Bank of New York Jun 05, 2013
Analysis
Fiscal Headwinds: Is the Other Shoe About to Drop?
Federal Reserve Bank of San Francisco Jun 03, 2013
Blogs
Fed's Beige Book: Economic activity "increased at a modest to moderate pace"
Calculated Risk Jun 05, 2013
News
Japan Wages Gain in Boost for Abe's Drive to Reflate Economy
Bloomberg Business Week Jun 04, 2013
Blogs
What I Learned At The Economist Groups' Bellweather 2013 Japan Conference
Shisaku May 31, 2013
Blogs
10 Related Factors, Issues and Concerns Regarding Yield Increases
The Big Picture May 29, 2013
Analysis
Indices of All Industry Activity and Indices of All Industries (Final demand components): March, 2013
Ministry of Economy, Trade and Industry May 21, 2013
News
Minutes of the Monetary Policy Meeting of the Reserve Bank Board
Reserve Bank of Australia May 21, 2013
Research
Real Exchange Rates in a Model of Structural Change: Applications to the Real Yen-Dollar and Chinese RMB-Dollar Exchange Rates
Bank of Japan May 20, 2013
News
Japanese LNG Buyers See U.S. Decision Boosting Spot Market Chances
The Wall Street Journal May 20, 2013
News
Japan's first-quarter growth spurt shows early benefits of Abe's policy gamble
Reuters May 16, 2013
News
International Merchandise Imports, Australia, Apr 2013
Australian Bureau of Statistics May 16, 2013
Publications
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