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Emerging Markets
Featured Content
Market Strategy
Market Strategy
Conference Call Replay—2012 Prospects and Risks: Pernicious or Manageable?
By Jan 12, 2012
Market Strategy
Asset Allocation: Long VIX Positioning and Alternative Volatility Strategies
By Jan 6, 2012
Market Strategy
RGE Agriculture Sensitivity Index (RASI): Impacts on Individual Economies
By Jan 2, 2012
Market Strategy
Volatility of South Korea’s Assets to Remain High Due to Political Noise in the North
By Dec 19, 2011
Market Strategy
Finance and Banking Monthly: EZ Crisis Goes Viral—Exploring Trade Finance Links
By Dec 8, 2011
Market Strategy
Conference Call Replay: Finding Market Opportunities When Extreme Volatility Reigns
By Dec 8, 2011
Cross Asset Monthly
Emerging Markets: The Grand Old Duke of York and His Ten Thousand Men
By Dec 8, 2011
Cross Asset Monthly
Global Equity: Mixed Signals—Large Macro Risks vs. Strong Sentiment
By Dec 8, 2011
Market Strategy
Turkey's Central Bank Pulls Out All the Stops to Restore Price Stability
By Oct 26, 2011
Emerging Markets Quarterly
Emerging Europe and CIS: Greater Exposure, Less Policy Space
By Oct 24, 2011
Market Strategy
Global Factors in Emerging Markets’ FX Risk Premia Point to Asia’s FX Outperformance When Risk Is Off
By Oct 19, 2011
Market Strategy
Poland’s Market-Friendly Election Results to Provide a Temporary Boost to PLN and Bonds
By Oct 10, 2011
Cross Asset Monthly
Emerging Markets: There May Be Trouble Ahead, but We See Opportunities
By Sep 6, 2011
Cross Asset Monthly
Emerging Markets: Damocles' Sword(s), Black Sheep and Weaker Growth
By Aug 3, 2011
Market Strategy
The Boxing Match of IEA and OPEC: IEA Opens Crude Coffers in 60-Million-Barrels Punch
By Jun 23, 2011
Cross Asset Monthly
Commodities: Regulation vs. Intervention—When Governments Take Action
By Jun 6, 2011
Emerging Markets Quarterly
Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?
By Apr 21, 2011
Cross Asset Monthly
Cross Asset Model Portfolio: Rebalancing for More Inflation Protection
By Apr 4, 2011
Market Strategy
Asset Implications of the Japanese Earthquake: ‘The Worst Thing at the Worst Time’
By Mar 15, 2011
Emerging Markets Quarterly
Commodities: Food and Energy Are in the Driver's Seat on the Road to EM Inflation
By Jan 19, 2011
Cross Asset Monthly
The Big Picture: Necessary but Insufficient Policies for Interesting Times
By Oct 29, 2010
Market Strategy
Quantum(s) of Solace: A QE2 Scenario Analysis and Assessment of the Limits of Fed Policy
By Oct 25, 2010
Emerging Markets Quarterly
Brazil: Delicate Balance Between Funding Quality and Tighter Capital Controls
By Oct 22, 2010
Emerging Markets Quarterly
The Big Picture: East is East; South is South; West is West; North is North...Yet the Twain Seem to Meet…
By Oct 22, 2010
Emerging Markets Quarterly
Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns
By Oct 22, 2010
Emerging Markets Quarterly
Middle East and North Africa: Dominated by Economies on Cusp Between Frontier and Emerging Markets
By Oct 22, 2010
Emerging Markets Quarterly
Executive Summary: Turning the Tables—Our Inaugural EM Asset Allocation and Regional Views
By Oct 22, 2010
Market Strategy
Brazil: Central Bank Report and Markets Suggest 2010 Tightening Cycle Is Ending
By Aug 9, 2010
Market Strategy
Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications
By Aug 2, 2010
Market Strategy
Chile: 2y-5y IRS Flattener—Take Partial Profit, Tighten Stop-Loss, Extend the Target
By Jun 16, 2010
Market Strategy
Cross Asset Monthly: EZ Does It! From Mayhem in May, Moderation (at Best) in June
By Jun 1, 2010
Economic Research
Asia Weekly
India Monetary Policy; Japan Exports and Inflation; Singapore IP and Inflation
By Jan 19, 2012
Economic Research
Conference Call Replay: Crude Oil—Conflicting Macroeconomic and Geopolitical Forces
By Jan 18, 2012
Economic Research
Optimism Meets Realism: Takeaways From Meetings With Senior Indian Policy Makers
By Jan 18, 2012
LatAm Weekly
Brazil Monetary Policy and Economic Activity; Mexico Monetary Policy; Argentina Economic Activity; Colombia Leading Indicators
By Jan 16, 2012
Europe Weekly
German Slump; French, Finnish Elections; Eastern Europe Monetary Policy; EZ Calendar
By Jan 13, 2012
LatAm Weekly
Brazil Retail Sales; Mexico Economic Activity; Chile Monetary Policy; Peru Monetary Policy
By Jan 9, 2012
Europe Weekly
ECB Meeting Preview; Spain’s Crucial Fiscal Consolidation; Hungary Risks; Turkish Monetary Policy; EZ Calendar
By Jan 6, 2012
Europe Weekly
EZ Pitfalls in 2012; Italian GDP; New Spanish Government; Swedish Monetary Policy; Hungarian, Polish Banks; EZ Calendar
By Dec 23, 2011
LatAm Weekly
Mexico Retail Sales; Argentina GDP and Activity Indicators; Colombia Q3 GDP; Peru Politics
By Dec 19, 2011
Europe Weekly
EU Summit Special: Ratification Risks; UK Veto; IMF Fire Power; EZ Calendar
By Dec 16, 2011
Economic Research
Chronicles of a Crash Foretold: Updating RGE’s Medium-Term Scenarios for China
By Dec 16, 2011
Global Economic Outlook
Middle East and North Africa Outlook: After the Spring, a Harsh Winter
By Dec 9, 2011
Europe Weekly
ECB Meeting; EZ Crisis Impact on UK; Russian Elections; Turkish Inflation; Italian Fiscal Austerity; EZ Calendar
By Dec 9, 2011
Europe Weekly
German, Global Central Bank, ECB Moves to Solve EZ Crisis; EZ Yield Curves; Hungarian Monetary Policy; Scandinavian Growth; EZ Calendar
By Dec 2, 2011
LatAm Weekly
Brazil Monetary Policy, Mexico Monetary Policy, Chile Activity Indicators, Colombia Monetary Policy
By Nov 28, 2011
Europe Weekly
EZ Crisis Response; Eastern Europe Banks; ECB Monetary Policy; Hungary and the IMF; Belgian Politics; EZ Calendar
By Nov 25, 2011
Asia Weekly
Thailand Monetary Policy and Inflation, Philippines Monetary Policy, India GDP
By Nov 24, 2011
Europe Weekly
EZ GDP; Spanish Politics; Eastern Europe Growth Fears; Russian Slowdown; EZ Calendar
By Nov 18, 2011
LatAm Weekly
Mexico Inflation Report; Chile Q3 GDP and Monetary Policy; Colombia Activity Indicators; Peru GDP
By Nov 14, 2011
Europe Weekly
Eurozone Contagion; Italian Politics; UK Asset Purchases; Danish, Polish Monetary Policy; EZ Calendar
By Nov 11, 2011
LatAm Weekly
Brazil Inflation; Mexico Activity and Inflation; Chile Trade; Peru Monetary Policy
By Nov 7, 2011
Europe Weekly
EZ PMIs; Greek Politics; UK Growth; Romanian Monetary Policy; Russian IP; Turkish Inflation; EZ Calendar
By Nov 4, 2011
Asia Weekly
China Inflation and IP; Indonesia GDP and Monetary Policy; Malaysia IP and Monetary Policy
By Nov 3, 2011
LatAm Weekly
Brazil Central Bank's Uninspiring Minutes; Banxico Cautious About MXN Depreciation; Argentina Construction Likely to Decelerate
By Oct 31, 2011
Europe Weekly
EZ Summit Questions; ECB’s Next Rate Move; German Obstacles; Swedish Rate Cuts; Resilient Polish Consumption; Italian Politics; EZ Calendar
By Oct 28, 2011
LatAm Weekly
Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy
By Oct 24, 2011
Europe Weekly
UK’s MPC Meeting; Norway’s Monetary Policy; Portugal’s Budget Plan; Hungary’s Credit Rating; Russia’s Retail Sales; EZ Calendar
By Oct 21, 2011
Asia Weekly
Vietnam and Australia Inflation; India Monetary Policy; Singapore Industrial Production
By Oct 20, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
Europe Weekly
Slovakia Ratifies EFSF; EZ Inflation Peaks; UK Unemployment to Rise; Poland’s Fiscal Overhaul
By Oct 14, 2011
Economic Research
Global Economic Insecurity and Inequality Breeds Social and Political Instability
By Oct 12, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
Europe Weekly
Germany's EFSF Ratification; Sarkozy's Dwindling Re-Election Hopes; Poland's Currency Intervention
By Sep 30, 2011
Europe Weekly
UK QE2; Hungarian Financial Stability Concerns; Swedish Policy Bullets; Swiss Currency Strength; Irish Growth Outlook
By Sep 23, 2011
Asia Weekly
Singapore, Japan, Thailand Industrial Production; Taiwan Monetary Policy; Vietnam Inflation
By Sep 22, 2011
Economic Research
Are Those Who Make History Condemned to Repeat It, Tipping Us Into Depression Again?
By Sep 21, 2011
Global Economic Outlook
Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition
By Sep 21, 2011
Global Economic Outlook
Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth
By Sep 20, 2011
Global Economic Outlook
Gulf Cooperation Council Outlook Update: Governments Cannot Buy Enough Growth
By Sep 20, 2011
Global Economic Outlook
India Outlook Update: Domestic Demand Destruction + Gloomy Global Growth
By Sep 16, 2011
Global Economic Outlook
Emerging Europe and CIS Outlook Update: Weaker Growth Across the Region
By Sep 16, 2011
Global Economic Outlook
Israel Outlook Update: Global Headwinds Bring Growth Back to Earth
By Sep 16, 2011
Global Economic Outlook
Czech Republic Outlook Update: Regional Safe Haven, but Not Immune to Slowdown
By Sep 16, 2011
Global Economic Outlook
South Korea Outlook Update: Growth Worries Trump Inflation Scares
By Sep 15, 2011
Economic Research
A Radical Policy Response to the Rising Risks of a Depression and Financial Crisis
By Sep 13, 2011
LatAm Weekly
Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico
By Sep 12, 2011
Asia Weekly
China and Indonesia Outlook Update Highlights; Monetary Policy Across the Region
By Sep 8, 2011
Economic Research
Q4 2011 Global Scenario Analysis: High Risk of Recession in Advanced Economies
By Sep 7, 2011
Asia Weekly
Philippines Inflation and Monetary Policy; Australia GDP and Monetary Policy; Malaysia Manufacturing and Monetary Policy; South Korea Monetary Policy; China Inflation
By Sep 1, 2011
Asia Weekly
India and Philippines GDP; Japan Industrial Production; Thailand Inflation
By Aug 25, 2011
Economic Research
Chronicles of a Crash Foretold: Visualizing the Sequence of a Chinese Hard Landing
By Aug 22, 2011
Economic Research
Strengths and Vulnerabilities in Emerging Europe: A Balance Sheet Approach
By Aug 19, 2011
Central Bank Watch
Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations
By Aug 19, 2011
Economic Research
China’s Unsustainable Growth Model: The Rising Risk of a Hard Landing After 2013
By Aug 17, 2011
LatAm Weekly
External Risks to Latin America; Central Banks On Hold in Chile, Colombia; GDP Growth in Peru Unlikely to Exceed 7%
By Aug 15, 2011
Europe Weekly
Inflation Concerns Easing in EZ, Switzerland, UK, Hungary and Czech Republic
By Aug 12, 2011
Economic Research
U.S. Fiscal Austerity Unlikely to Affect Ethanol Demand or Corn Prices
By Aug 12, 2011
LatAm Weekly
New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns
By Aug 1, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
LatAm Weekly
Brazilian Central Bank Dovish; Mexican Indicator Rebounds; Colombian Rate Hike Expected; Peruvian Economic Team Appointed
By Jul 25, 2011
Europe Weekly
UK Monetary Policy; Eurozone Inflation; Swedish Households; Eastern European Banks; Turkish Consumer Confidence; Polish Manufacturing
By Jul 22, 2011
Asia Weekly
Singapore, Vietnam and Australia Inflation; India and Philippine Monetary Policy; Thailand Manufacturing
By Jul 21, 2011
Economic Research
The Good, the Bad and the Ugly of Non-OPEC Oil Producers: Global Supply Impact
By Jul 21, 2011
Economic Research
Venezuela’s Oil Reserves Power Play: Saudi Arabia Production Still Trumps
By Jul 20, 2011
LatAm Weekly
Monetary Policy Diverges in Brazil, Mexico and Chile, While Argentina Decelerates
By Jul 18, 2011
Economic Research
High Time for an Orderly and Market-Oriented but Coercive Restructuring of Greece's Debt
By Jul 13, 2011
LatAm Weekly
Brazil’s Domestic Demand Indicators; Mexico’s Industrial Production; Chile’s Monetary Policy; Peru’s May GDP
By Jul 11, 2011
Europe Weekly
Greek Debt; Volatile Turkish Inflation; Fragile Irish Growth; Russia's Weak Fixed Investment; Poland's Shale Gas Bonanza; Denmark's Bank Woes
By Jul 8, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
Europe Weekly
Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS
By Jul 1, 2011
LatAm Weekly
Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP
By Jun 27, 2011
Europe Weekly
Turkish Credit Growth; UK Consumption; Russian Payroll Tax; Greek Crisis Impact on Romania; Finnish Growth Policy
By Jun 24, 2011
Asia Weekly
Outlook Updates for Australia, China, Malaysia, Pakistan, Singapore, South Korea, Taiwan and Vietnam
By Jun 23, 2011
Global Economic Outlook
Argentina Outlook Update: Fernandez Pursues Re-Election Against Backdrop of High Growth
By Jun 22, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
Europe Weekly
Greek Crisis; German Banks Exposed; Irish Bondholders; Czech Banking Risks; Turkish Wage-Price Spiral
By Jun 17, 2011
Global Economic Outlook
Middle East and North Africa Outlook Update: Politics Breed Divergence
By Jun 17, 2011
Global Economic Outlook
Gulf Cooperation Council Outlook Update: Stability Focus Brings Economic Boom
By Jun 17, 2011
LatAm Weekly
Peru to Decelerate to Sustainable Growth Levels; Chile to Grow at Potential in H2 2011
By Jun 13, 2011
Global Economic Outlook
Peru Outlook Update: What Does the New President Have in Store?
By Jun 13, 2011
LatAm Weekly
High Inflation in Brazil, Mexico; Economy to Stabilize in Chile; Rate-Hike Outlook in Colombia; New President in Peru
By Jun 6, 2011
Economic Research
Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa
By Jun 2, 2011
LatAm Weekly
Brazil’s Q1 GDP; Mexico and Colombia’s Monetary Policy Decisions; Peru’s Key Indicators
By May 31, 2011
Europe Weekly
ECB Collateral Holdings; German Dynamics; UK Corporates; Turkish Monetary Policy; Polish Consumption; Hungarian Mortgage Relief
By May 27, 2011
LatAm Weekly
Brazil's New Financial Committee; Mexico and Chile's Likely Monetary Policy Paths
By May 23, 2011
Global Economic Outlook
Gulf Cooperation Council Outlook Update: Governments Loosen the Taps
By May 17, 2011
Europe Weekly
Shrinking Eurozone Liquidity; Russia's Banking Worries; Icesave Implications
By May 6, 2011
Asia Weekly
Australia and Philippines Exports, India Industrial Production, South Korea Monetary Policy
By May 5, 2011
LatAm Weekly
Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral
By May 2, 2011
Asia Weekly
Indonesia and Philippines Inflation; Australia and India Monetary Policy Meetings
By Apr 28, 2011
Asia Weekly
Japan Trade, Malaysia Inflation, Thailand Monetary Policy, Hong Kong Inflation
By Apr 14, 2011
Economic Research
Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?
By Apr 12, 2011
Economic Research
Colombia: Minutes to Provide More Clarity on Central Bank Tightening
By Mar 28, 2011
Economic Research
Q2 2011 Geostrategy Note: The Scent of Jasmine, Japan's Mega-Crisis and Other Global Drama
By Mar 24, 2011
Economic Research
Eastern Europe: Are Higher Commodity Prices a Monetary Policy Game-Changer?
By Mar 21, 2011
Global Economic Outlook
Central Europe Outlook: Externally Driven Growth and Inflation
By Mar 18, 2011
Global Economic Outlook
Middle East and North Africa Outlook: Dampened by Regional Unrest
By Mar 18, 2011
Europe Weekly
Eastern Europe Monetary Policy; Icelandic Policy Rate; Irish Fiscal Challenges
By Mar 18, 2011
Economic Research
Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes
By Mar 10, 2011
Economic Research
Peru: Toledo Still Leading Race for Presidency, But Faces Second Round
By Mar 2, 2011
Economic Research
Movement in the Indonesian Rupiah, Subsidies Team Up to Fight Food and Fuel Inflation in February
By Feb 24, 2011
Economic Research
Thai Inflation Accelerates in February, Slowed by Government Price Policies
By Feb 24, 2011
Economic Research
Middle East Turmoil and Contagion: A Geoeconomic Tsunami for the Global Economy?
By Feb 23, 2011
Economic Research
Colombia: Industrial Production and Retail Sales Continue to Diverge
By Feb 21, 2011
Economic Research
Venezuela: Return to Positive Growth After Long Period of Contraction
By Feb 21, 2011
Economic Research
Malaysia's Headline Inflation Accelerates in January, Core Inflation Outlook Less Certain
By Feb 10, 2011
Economic Research
Venezuela: Devaluation, Heavy Rains and International Shocks Hit Inflation
By Feb 9, 2011
Economic Research
Looking Beyond Base Effects and Data Volatility in India’s Industrial Production
By Feb 3, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
Europe Weekly
Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks
By Jan 21, 2011
Economic Research
Central Europe: December PMIs Point to Strong Growth, Mounting Price Pressures
By Jan 7, 2011
Economic Research
East Asia's Hemorrhoid Problem: Assessing the Next North Korean Flare-Up
By Dec 17, 2010
Economic Research
Hungary: Government Ramps Up Offensive Against Central Bank; Whither Rates?
By Dec 17, 2010
Economic Research
Singapore's November Data: Inflation at Bay, Industrial Production Humming
By Dec 16, 2010
LatAm Weekly
Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers
By Dec 15, 2010
Economic Research
Front-Loaded Stimulus, Back-Loaded Austerity: The Optimal Fiscal Austerity Path and the Risks of Other Routes
By Dec 2, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Economic Research
Eurozone Periphery: Short-Term Sovereign Risk Amid Long-Term Restructuring Plans
By Nov 11, 2010
Economic Research
How Should Emerging Markets Manage Capital Inflows and Currency Appreciation?
By Nov 4, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
Global Economic Outlook
Commonwealth of Independent States: September 2010 Outlook Update
By Sep 10, 2010
Economic Research
Strength in Numbers: How Export Diversification Can Help African Economies
By Aug 24, 2010
Economic Research
Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments
By Aug 5, 2010
Economic Research
Europe Weekly Spotlight: EZ Corporate Credit Conditions; Inflation Risks in Russia
By Jul 30, 2010
Economic Research
Asia Week Ahead: Skidding Exports to Keep Rate Hikes Gradual Despite Inflation
By Jul 29, 2010
Economic Research
Asia Week Ahead: Gradual Monetary Tightening to Continue Despite Signs of Slowdown
By Jul 22, 2010
Economic Research
Red Light, Green Light: China's Monetary Policy Gets Stuck in Traffic
By Jul 21, 2010
Economic Research
Asia Week Ahead: Challenges for DPJ, Rising Inflation and Slowing Industrial Activity
By Jul 15, 2010
Economic Research
Asia Week Ahead: Export Outlook Looks Bright for Commodities, Dim for Manufacturers
By Jul 8, 2010
Economic Research
With Limited Options, EM Asia Turns to Prudential Measures to Tame Inflows
By Jul 6, 2010
Economic Research
Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing
By Jul 1, 2010
Economic Research
Asia Week Ahead: Growth and Policy Challenges Yield Revaluation, Capital Controls and Fiscal Austerity
By Jun 24, 2010
Economic Research
Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening
By May 27, 2010
Economic Research
A Year of Living Divergently: RGE's 2010 Global Market Strategy Outlook
By Feb 26, 2010
Economic Research
This Time it's Different: Transmission Channels of the Global Financial Crisis to Emerging Markets
By Oct 8, 2009
Economic Research
Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?
By Sep 22, 2009
Economic Research
Green Shoots or Yellow Weeds? A Trifecta of Risks to the Early Bottoming Out of the Recession and Short-Term Economic Recovery and to the Medium-Term Actual and Potential Growth Prospects of the Global Economy
By May 19, 2009
Economic Research
Stress Testing the Stress Test Scenarios: Actual Macro Data are Already Worse than the More Adverse Scenario for 2009 in Stress Tests. So the Stress Tests Fail the Basic Criterion of Reality Check Even Before They are Concluded
By Apr 13, 2009
Economic Research
Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis
By Oct 27, 2008
EconoMonitors
Great Leap Forward
$30 TRILLION TO PROMOTE CRONY CAPITALISM: The Fed's Bail-Out of Wall Street
Feb 2, 2012
Global Macro Channel
It’s the Years, Not the Mileage: IMF Analysis of Pension Reforms in Advanced Economies
Feb 1, 2012
United States Channel
Why Is the Normally Astute Taibbi Sounding Like a Hopey Dopey Liberal on the Mortgage Settlement?
Feb 1, 2012
Asia Channel
'Vulnerable to External Influences' - The Economic State of Australia (Part 2)
Jan 31, 2012
Global Macro Channel
How to Exit the Danger Zone: IMF Update on Global Financial Stability
Jan 31, 2012
United States Channel
Forget Europe and the Emerging Markets, the US Is on the Brink of Recession
Jan 31, 2012
Finance & Markets Channel
ProPublica’s Off Base Charges About Freddie Mac’s Mortgage “Bets”
Jan 31, 2012
Peterson Institute for International Economics
Lessons for Europe’s Fiscal Union from US Federalism
Jan 30, 2012
Asia Channel
'Vulnerable to External Influences' - The Economic State of Australia (Part I)
Jan 30, 2012
Efraim Chalamish's Economic Development and Security Blog
Where Is the Burning Man Heading?
Jan 30, 2012
United States Channel
The Biggest Risk to the Economy in 2012, and What’s the Economy for Anyway?
Jan 30, 2012
Nouriel Roubini's Global EconoMonitor
Draghi, Soros, Geithner, Roubini, Calderon, Merkel: In Their Own Words From the WEF on the Europe Crisis Via Bloomberg
Jan 30, 2012
Europe Channel
Hot News! The Wehrmacht Failed to Take Greece. Now Germany Tries Again, With a Different Method.
Jan 29, 2012
Ed Dolan's Econ Blog
Faster GDP Growth Will Be Welcome News for the White House, Despite “Ifs” and “Buts” in the Details
Jan 27, 2012
United States Channel
Why No Responsible Democrat Should Want Newt Gingrich to Get the GOP Nomination
Jan 27, 2012
Nouriel Roubini's Global EconoMonitor
Roubini CNN Davos Vidoes: Europe Needs a 'Bazooka', U.S Has 1929-Style Income Inequality
Jan 25, 2012
Nouriel Roubini's Global EconoMonitor
Roubini and Rogoff with CNBC's Bartiromo - Recession in Europe, SOTU, Global Growth Risks
Jan 25, 2012
Nouriel Roubini's Global EconoMonitor
'We've Got Bigger Problems Right Now' - Roubini and Bremmer Reveal the Surprising Winners and Losers of the Coming Year, and Debate Whether the Big Brains at Davos Can Rescue a Global Economy in Crisis
Jan 25, 2012
United States Channel
The State of Our Disunion: A Globalizing Private Sector, A Government Overwhelmed by Corporate Money
Jan 23, 2012
United States Channel
New York Times Tells Us Only Chinese Near Slave Labor Could Handle Steve Jobs’ Demands
Jan 23, 2012
Finance & Markets Channel
Weighing the Week Ahead: The State of the Union, Bernanke, Earnings
Jan 23, 2012
Ed Dolan's Econ Blog
Controversy over Romney’s Taxes Underlines the Need for Broad Reform
Jan 23, 2012
Dan Alpert's Two Cents
Our Friday Think Tank Discussion on Bloomberg’s “Taking Stock with Pimm Fox,” with Two Steve’s – Wood and Blitz
Jan 22, 2012
RGE Analysts
Ukraine Political Appointment: Shuffling The Deck Does Not Change the Cards
Jan 20, 2012
Nouriel Roubini's Global EconoMonitor
Nouriel Roubini, Ian Bremmer on Economy, Risks - Bloomberg Video
Jan 20, 2012
Ed Dolan's Econ Blog
U.S. Inflation Indicators Come in Below Target as the Global Economy Begins to Slow
Jan 19, 2012
Finance & Markets Channel
Evaluating Recession Forecasts: What Every Investor Must Know
Jan 19, 2012
United States Channel
Obama to Try Better Smoke and Mirrors to Address Housing Market Woes
Jan 19, 2012
Great Leap Forward
MORTGAGE FRAUD REVISITED: Why Did the Fed Pump and Dump US Real Estate Markets?
Jan 17, 2012
Finance & Markets Channel
Weighing the Week Ahead: Have Big Companies Lost Their Earnings Mojo?
Jan 15, 2012
Geostrategy Channel
Continuity and Dysfunctionality in U.S. Foreign Policy (Lessons for Our Conflict with Iran)
Jan 13, 2012
Ed Dolan's Econ Blog
Court’s Latest Stay of Clean Air Regulations Shows the Best Can Be the Enemy of the Good
Jan 12, 2012
Dan Alpert's Two Cents
Talking Macro and Fed Policy with Mike McKee and Sara Eisen on Bloomberg’s “On the Economy”
Jan 12, 2012
Latin America Channel
What to Watch in 2012: Two Elections That Could Transform Latin America
Jan 12, 2012
Finance & Markets Channel
David Rosenberg Explains What (If Anything) the Bulls Are Seeing
Jan 12, 2012
Geostrategy Channel
What Happens When a Nation Gets Nukes? Sixty Years of History Suggests an Answer.
Jan 11, 2012
United States Channel
More Proof of Obama Policy of Covering Up for Elite Financial Criminals
Jan 11, 2012
Great Leap Forward
THE $29 TRILLION BAILOUT OF WALL STREET: Why Should Anyone Care About High Crimes and Misdemeanors?
Jan 11, 2012
United States Channel
How a Little Bit of Good Economic News Can Be Bad for the President
Jan 10, 2012
Dan Alpert's Two Cents
Inflated Wishful Thinking - Why Reflation Isn't Going to Happen Any Time Soon
Jan 8, 2012
Briefings
Russian Currency Reserves and Sovereign Wealth
Russian Government Starting to Save Again?
Russia : Russia, CIS and the Caucasus : Europe : Finance and Banking : Macroeconomy : FX Reserves and Sovereign Wealth
Israel: Fiscal Policy
As Protests Ease, Can Israel Reduce Its Budget Deficit?
Israel : Middle East and Africa : Macroeconomy : Fiscal Policy
Argentina: Politics
President Fernandez Re-Elected in Argentina: Will Economic Policy Change?
Argentina : Latin America : Geostrategy : Foreign and Domestic Political Risk
Global Climate Change Policy
Durban Climate Conference: 2015 'Roadmap' Agreed; Canada Leaves Kyoto
China : Northeast Asia : 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
Turkey: Domestic Politics and Political Risk
Turkey: Top Turkish Generals Resign Amid Ongoing Tension between Government and Military
Turkey : Europe : Geostrategy : Foreign and Domestic Political Risk
Turkey: Banking Sector
Turkish Banking: Regulator Imposes New Measures to Curb Lending
Turkey : Europe : Finance and Banking : Banks
Turkey: Monetary Policy
Turkey's Inflation Continues to Creep Up in January
Turkey : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation
Mexico: Politics
2011-2012 Mexican Elections: Who Will Lead Mexico's Future?
Mexico : Latin America : Geostrategy : Foreign and Domestic Political Risk
Malaysia: Fiscal Policy
Malaysia's 2012 Budget Widely Seen as Excessively Optimistic
Malaysia : Southeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle
Belarus: Economic Profile
Belarus's External Sector Troubles: Only Short-Term Fixes?
Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Europe : Finance and Banking : Geostrategy : Macroeconomy : Markets
Indonesia: Monetary Policy
Indonesian Inflation Slows Again in January, May Not be Enough to Push Monetary Easing
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
India: Fiscal Policy
India Slips Alarmingly on the Fiscal Deficit Front
India : South Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
India: Politics
Blast in Indian Capital: Al Qaeda Linked Terrorist Group Claims Responsibility
India : South Asia : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks
Thailand: Domestic Demand and Production
Thai Manufacturing Shows Signs of Recovery in December Numbers
Southeast Asia : Thailand : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Hong Kong: Monetary Policy
Could Hong Kong Drop the USD Peg for the RMB?
Hong Kong : Northeast Asia : Asia/Pacific : Markets : Currencies
Taiwan: Politics
Taiwan's President Ma Re-Elected While KMT Retains Majority in Legislature
China : Northeast Asia : Taiwan : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
Taiwan: Finance and Banking
How Are Taiwan's Banks Weathering the Global Financial Crisis?
Northeast Asia : Taiwan : Asia/Pacific : Finance and Banking : Banks
Taiwan: Key Sectors
Fears of a Taiwan Property Bubble Rise as Prices Surge
Northeast Asia : Taiwan : Asia/Pacific : Markets : Currencies : Equity : Government Bonds : Government Bonds/Interest Rates
Indonesia: Key Sectors
Indonesia's Coal Sector Attracting Attention from Investors
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Markets : Real Estate : Sectors and Industries
Singapore: Key Sectors
Singapore Home Prices to Stall in Q3?
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Real Estate : Sectors and Industries
Hong Kong: Politics
Hong Kong's Chief Executive Contenders Emerge as Social Tensions Bubble Up
Hong Kong : Northeast Asia : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
Hong Kong: Finance and Banking
HK Banks Financially Well Positioned, but External Risks Remain
China : Hong Kong : Northeast Asia : Asia/Pacific : Finance and Banking
Hong Kong: Key Sectors
Hong Kong Property Market Moves Sideways: Is the Bubble Bursting or are Speculators Just Catching Their Breath?
Hong Kong : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Markets : Commercial : Real Estate : Real Estate and Mortgage Finance : Residential
Hong Kong: Domestic Demand
Hong Kong's 2011 Unemployment Falls to 3.4% As Employment Growth Picks Up
Hong Kong : Northeast Asia : Asia/Pacific : Macroeconomy : Labor Markets and Productivity
Singapore: Domestic Demand and Production
Singapore's PMI Dips Again in January; IP Rises in December on Biomedical Surge
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Labor Markets and Productivity
Malaysia: Domestic Demand and Production
Malaysia's IP Slows in November on Electronics and Electrical Products
Malaysia : Southeast Asia : Asia/Pacific : Macroeconomy : Labor Markets and Productivity
China: Key Sectors
China's Property Market Correction Gathers Steam
China : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Markets : Commercial : Real Estate : Real Estate and Mortgage Finance : Residential
China: Finance and Banking
Chinese Bank Lending and Money Supply Growth Pick Up in December
China : Northeast Asia : Asia/Pacific : Finance and Banking : Markets : Corporate Bonds and Leveraged Loans : Corporate Finance : Credit : Government Bonds : Government Bonds/Interest Rates : Money Markets
China: Politics
China Offers Rare Political and Economic Concessions to Rioting Villagers
China : Northeast Asia : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks
China: External Accounts
China's 2011 FDI Slows to 9% After Contracting Again in December
China : Northeast Asia : Asia/Pacific : Geostrategy : Macroeconomy : Foreign Policy and Geostrategic Risks : International Trade and Globalization
China: Domestic Demand
Chinese Retail Sales Rises As Gold Sales Rebounds Before Chinese New Year
China : Northeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Venezuela: Key Sectors
What is the Role of PdVSA in the Venezuelan President's Agenda?
Venezuela : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Natural Gas : Oil : Oil and Energy
Venezuela: Politics
How Will Chavez’s Health Impact the Outlook for Venezuela?
Venezuela : Latin America : Geostrategy : Foreign and Domestic Political Risk
Venezuela: Economic Profile
Will Venezuela Face a Balance of Payments Crisis?
Venezuela : Latin America : Macroeconomy : Growth Outlook and Business Cycle
Venezuela: Monetary Policy
Will the Bolivar Be Devalued Again in 2012?
Venezuela : Latin America : Macroeconomy : Currencies : Monetary Policy and Inflation
Colombia: External Accounts
How is Colombia's External Sector Performing?
Colombia : Latin America : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance
Peru: External Accounts
How Is Peruvian External Sector Performing?
Peru : Latin America : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance
Peru: Monetary Policy
When Will Peru's Central Bank Begin to Cut Rates?
Peru : Latin America : Macroeconomy : Monetary Policy and Inflation
Peru: Economic Profile
Peru's Credit Ratings and Outlook
Peru : Latin America : Macroeconomy : Growth Outlook and Business Cycle
Peru: Fiscal Policy
Peru’s Positive Fiscal Outlook: Stimulus Plan, Royalties and New Credit Lines.
Peru : Latin America : Macroeconomy : Fiscal Policy : Monetary Policy and Inflation
Peru: Politics
How Will Humala Handle Social Unrest and Political Turmoil?
Peru : Latin America : Geostrategy : Foreign and Domestic Political Risk
Chile: Politics
What Is President Piñera's Plan for Chile?
Chile : Latin America : Geostrategy : Foreign and Domestic Political Risk
Chile: External Accounts
How Will the Eurozone Crisis affect the Latin American Financial System?
Chile : Latin America : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Currencies : Current Account : Trade and External Balance
Colombia: Finance and Banking
How Will the Eurozone Crisis affect the Latin American Financial System?
Colombia: Politics
Colombia Gets New Government Under Santos
Colombia : Latin America : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
South Korea: Key Sectors
Can Fixed-Rate Mortgages Prevent Risks to South Korea's Real Estate Sector?
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Currencies : Government Bonds
South Korea: Finance and Banking
South Korea's 2011 Bank Earnings Rises on Lower Bad Debt Expenses
Northeast Asia : South Korea : Asia/Pacific : Finance and Banking : Banks
South Korea: Politics
Passing of Dear Leader to Delay U.S.-North Korea Negotiations
Northeast Asia : South Korea : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
South Korea: Fiscal Policy
South Korea's 2012 Budget Focuses on Job Creation and Welfare
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Fiscal Policy
GCC: Real Estate Sector
White Elephants in the UAE: Abu Dhabi Property Developer Aldar Receives Second Bailout
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Real Estate
Argentina: Key Sectors
Will the Rising Protectionism in Argentina Escalate Into a Trade War With its Partners?
Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy
Argentina: Fiscal Policy
How Sustainable Is Argentina's Fiscal Position?
Argentina : Emerging Markets : Latin America : Macroeconomy : Fiscal Policy
Argentina: Monetary Policy
Argentine Inflation: Will the IMF's Second Visit Succeed?
Argentina : Latin America : Macroeconomy : Monetary Policy and Inflation
Argentina: External Accounts
Argentina's External Accounts Dynamics
Argentina : Latin America : Macroeconomy : International Trade and Globalization : Trade and External Balance
Mexico: Key Sectors
Will Incentive-Based Service Contracts Increase Mexican Oil Production?
Mexico : Latin America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy
Mexico: Fiscal Accounts
Mexico's Fiscal Accounts Outlook
Mexico : Latin America : Macroeconomy : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles
Mexico: External Accounts
Are Mexico's External Accounts Improving? What About Export Diversification?
Mexico : Emerging Markets : Latin America : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
Brazil: Politics
Corruption in Brazil: Can Dilma Forge Ahead With Her Agenda While Clean-Up Continues in Brasilia?
Brazil : Latin America : Geostrategy : Foreign and Domestic Political Risk
Brazil: Finance and Banking
How Will the Eurozone Crisis affect the Latin American Financial System?
Brazil : Latin America : Finance and Banking : Corporate Finance : Real Estate and Mortgage Finance
Brazil: Key Sectors
What Will the Libra Oil Discovery Mean for Petrobras?
Brazil : Emerging Markets : Latin America : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy
Brazil: Domestic Demand
Brazil's Unemployment Reaches Historical Low in November
Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity
Brazil: External Accounts
The Brazilian Real: Government Continues to Impose Capital Controls and Macroprudential Measures
Brazil : Emerging Markets : Latin America : Macroeconomy : Current Account : Trade and External Balance
Philippines: Key Sectors
External Headwinds Continue to Weigh on the Philippines' Electronics Industry
Philippines : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle : International Trade and Globalization : Sectors and Industries
Philippines: Monetary Policy
Philippine Inflation Eases to 4.2% y/y in December on Abundant Food Supply
Philippines : Southeast Asia : Asia/Pacific : Emerging Markets : Macroeconomy : Monetary Policy and Inflation
South Korea: Domestic Demand
South Korea's January PMI Contracts at Slowest Rate in 5-Months
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle : Labor Markets and Productivity
Philippines: Economic Profile
Philippine GDP Expands 3.7% in Q4; Services and Consumption Drive Growth
Philippines : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Belarus Economic Profile
Belarus's External Sector Troubles: Only Short-Term Fixes?
Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Foreign and Domestic Political Risk
Hungary: Fiscal Policy
Hungary Fiscal Policy: EC Dials Up Pressure on Deficit Correction
Emerging Europe and CIS : Hungary : Emerging Markets : Europe : Macroeconomy : Fiscal Policy
Israel: Economic Profile
Israel: Will Global Weakness Weigh on the Economy in 2012?
Israel : Advanced Economies : Middle East and Africa : Macroeconomy : Growth Outlook and Business Cycle
South Africa: Fiscal Policy
South Africa's Public Finances: On Watch
South Africa : Middle East and Africa : Macroeconomy : Fiscal Policy
India: Economic Profile
India: Q3 GDP Slows Amid Global Uncertainty, Investment Lull
India : South Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
India: Monetary Policy
Reserve Bank of India Gets Into Easing Mode
India : South Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
The IMF Rescues the CIS
Ukraine's IMF Program Stalls: More Funding Risks Ahead?
Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles
Colombia: Monetary Policy
Colombia's Central Bank Delivers Unexpected Rate Hike
Colombia : Latin America : Macroeconomy : Monetary Policy and Inflation
South Korea: Monetary Policy
South Korean Inflation Falls in January
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
South Korea: Economic Profile
South Korea's GDP Slows to 3.6% in 2011 on External Headwinds
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
South Korea: External Accounts
South Korea's January Exports Contract for the First Time Since October 2009
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
South Korea: Real Estate Sector
Can Fixed-Rate Mortgages Prevent Risks to South Korea's Real Estate Sector?
Malaysia: Banking Sector
Will Malaysian Banks Maintain Robust Growth in 2012?
Malaysia : Southeast Asia : Asia/Pacific : Finance and Banking : Banks
Middle East: Domestic Politics of Arab States
Arab Marshall Plan Floundering?
Egypt : Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategy : Foreign and Domestic Political Risk
India: External Accounts
India's Trade Deficit Widens
India : South Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
India: Domestic Demand
Will Investment in India Remain Weak Despite Strong Capital Raising Activity?
India : South Asia : Asia/Pacific : Macroeconomy : Labor Markets and Productivity
Philippines: Financial Sector
Are Philippine Bank Balance Sheets Sound?
Philippines : Southeast Asia : Asia/Pacific : Finance and Banking : Banks
Philippines: Domestic Demand
Philippine Unemployment Rate Falls to 7.0% in 2011; Remittances Remain Robust
Philippines : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Philippines: External Account
Philippines’ BoP Improves in Q3 as Current and Financial Accounts Record Surplus
Philippines : Southeast Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization
Philippines: Fiscal Policy
Moody’s Upgrades Philippines’ Sovereign Ratings: Are Peso-Denominated Bonds Here to Stay?
Philippines : Southeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
Thailand: Monetary Policy
Thai Inflation Drops in January on Slower Food Price Gains
Southeast Asia : Thailand : Asia/Pacific : Emerging Markets : Macroeconomy : Monetary Policy and Inflation
Thailand: Domestic Politics
U.N. Orders Establishment of Demilitarized Zone Along Thai-Cambodian Border
Southeast Asia : Thailand : Asia/Pacific : Emerging Markets : Geostrategy : Foreign and Domestic Political Risk
Sub-Saharan Africa: Domestic Politics
Election Cycles in SSA: Mixed Progress for Democracy
South Africa : Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Geostrategy : Development Challenges : Foreign and Domestic Political Risk
Indonesia: Manufacturing and Industrial Production
Despite Market Volatility, Indonesia's Foreign Direct Investors Stay the Course in Q3
Indonesia : Southeast Asia : Asia/Pacific : Emerging Markets : Macroeconomy : Capital Flows, FDIs, Capital Controls : Growth Outlook and Business Cycle : Trade and External Balance
Russia and the U.S.
U.S.-Russia Ties: A New START
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
Peru: Equity Markets
How Will the Eurozone Crisis affect the Latin American Financial System?
Colombia : Peru : Latin America : Finance and Banking : Markets : Currencies : Derivatives : Equity
China: Monetary Policy
China's FX Reserves Decline in Q4 on Hot Money Outflows and Weak Euro
China : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Monetary Policy and Inflation : Money Markets
China: Economic Profile
PMIs Suggest Weak, But Improving, Chinese Manufacturing
China : Northeast Asia : Asia/Pacific : Emerging Markets : Macroeconomy : Growth Outlook and Business Cycle : Sectors and Industries
Coal
How Will Japan Replace Lost Nuclear Capacity?
China : Indonesia : Southeast Asia : Asia/Pacific : Latin America : North America : Markets : Commodities : Energy : Oil and Energy
Russia: Monetary Policy
Russian Central Bank Cuts Refi Rate, Hikes Deposit Rate
Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation
Colombia: Economic Profile
Will Colombia’s Growth Remain Strong Amid Widespread Deceleration?
Colombia : Emerging Markets : Latin America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle
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
The G20's Role in Economic Policy Making
The G20: A Small Step Toward Coordination of Imbalances?
Australia : Canada : China : Gulf Cooperation Council : India : Indonesia : Japan : Northeast Asia : Pacific : Russia : Russia, CIS and the Caucasus : Saudi Arabia : South Africa : South Asia : South Korea : Southeast Asia : Turkey : United Kingdom : United States : Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Middle East and Africa : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions : International Organizations : Trade and External Balance
EU Enlargement Process
Western Balkan Countries: Rocky Road to EU Membership
Emerging Europe and CIS : Serbia : Southeast Europe : Turkey : Europe : Geostrategy : Foreign and Domestic Political Risk
MENA: Development Challenges
MENA Education—Further Reforms Needed
Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Geostrategy : Macroeconomy : Demographics : Development Challenges : Labor Markets and Productivity
Russia: Trade and External Balance
Russia's Current Account Surplus Set to Benefit From High Oil Prices, Capital Outflows Persist
Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Macroeconomy : Current Account : Energy Security and Policy : International Trade and Globalization : Trade and External Balance
Eastern Europe: External Accounts
Eastern Europe: Will High Current Account Deficits Return?
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
Eastern Europe: Public Finances
Growth Dynamics and Political Pressures Test Effectiveness of Fiscal Consolidation Measures
Baltics : Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Southeast Europe : Europe : Macroeconomy : Fiscal Policy
Romania: The Leu (currency)
Whither the Romanian Leu?
Emerging Europe and CIS : Romania : Southeast Europe : Europe : Markets : Currencies
BRICs in Africa
India's Growing Economic Interests in Africa: Following China's Footsteps?
South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategy
Thailand: External Sector
Thai Export Growth Hits 12-month High in July
Southeast Asia : Thailand : Asia/Pacific : Macroeconomy : International Trade and Globalization
Indonesia: Fiscal Policy
Indonesia Receives Investment Grade, While Land Bill Looks Set for Approval
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
Malaysia: Domestic Politics
Malaysia : Southeast Asia : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
Malaysia: External Account
Malaysian Exports Ease in November Amid Global Headwinds
Malaysia : Southeast Asia : Asia/Pacific : Emerging Markets : Macroeconomy : Capital Flows, FDIs, Capital Controls : Current Account : International Trade and Globalization : Trade and External Balance
Singapore: Domestic Politics
Singapore's General Election Results: Implications of a Cabinet Reshuffle
Singapore : Southeast Asia : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
Taiwan: External Accounts
Taiwan's December Export Demand Contracts as Exports Remain Sluggish
Taiwan : Asia/Pacific : Macroeconomy : International Trade and Globalization
The BRICs and Reserve Currency Alternatives
Could the SDR Play a Larger Role in the International Monetary System?
Northeast Asia : Russia : South Asia : Asia/Pacific : Europe : Latin America : Macroeconomy : FX Reserves and Sovereign Wealth
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
Central Europe: Banking Sectors
Polish Banks: Generally Healthy, but Exposed to EZ Crisis
Czech Republic : Emerging Europe and CIS : Hungary : Poland : Europe : Finance and Banking : Banks
Middle East: Economic Profile
Spillover Effects from Europe’s Debt Woes to the MENA Region?
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking : Macroeconomy : Banks : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
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
Brazil: Fiscal Policy
Will 2011 Fiscal Tightening Help on the Inflation Front in Brazil?
Brazil : Latin America : Finance and Banking : Macroeconomy : Fiscal Policy
Brazil: Monetary Policy
Brazil Meets 2011 Inflation Target. Will Price Deceleration Come in 2012?
Brazil : Latin America : Macroeconomy : Monetary Policy and Inflation
Chile: Monetary Policy
Chile's Central Bank Cuts Rates in January
Chile : Latin America : Macroeconomy : Monetary Policy and Inflation
Sub-Saharan Africa Currency Trends
Will Nigeria's Aggressive Hike Support the Naira?
South Africa : Sub-Saharan Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation
Hong Kong: Economic Profile
Hong Kong's December CPI Remains Unchanged; 2011 Inflation Rises to 5.7%
Hong Kong : Northeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Singapore: Manufacturing Sector
Singapore's PMI Dips Again in January; IP Rises in December on Biomedical Surge
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Sectors and Industries
Reform of the European Union
Hungary's EU Presidency Marred by International Criticism
Czech Republic : Emerging Europe and CIS : Eurozone : Poland : Europe : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks : International Organizations
OPEC Oil Supply
OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels
Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy
Hungary: Economic Profile
Hungary Fiscal Policy: EC Dials Up Pressure on Deficit Correction
Emerging Europe and CIS : Hungary : Europe : Macroeconomy : Growth Outlook and Business Cycle
Poland: Economic Profile
Polish Macro View: Economy Grew Robust 4.3% in 2011
Emerging Europe and CIS : Poland : Emerging Markets : Europe : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle
Romania: Economic Profile
Romania: NBR Cuts Benchmark Interest Rate for Third Time in a Row
Emerging Europe and CIS : Romania : Southeast Europe : Emerging Markets : Europe : Frontier Markets : Macroeconomy : Growth Outlook and Business Cycle
Turkey: Economic Profile
Turkish Manufacturing: Weakening?
Turkey : Emerging Markets : Europe : Macroeconomy : Growth Outlook and Business Cycle
GCC: Exchange Rate Regimes
GCC Monetary Union: Will Euro Crisis Delay the Launch of a Single Currency?
Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Currencies : Energy Security and Policy : Monetary Policy and Inflation
The Asia/Pacific Strategic Balance
Political Instability in Pakistan
Australia : China : Japan : Northeast Asia : Pacific : South Asia : South Korea : Taiwan : Asia/Pacific : Geostrategy : Foreign Policy and Geostrategic Risks
GCC: Fiscal Policy
Saudi Arabia Unveils Conservative 2012 Budget
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macroeconomy : Fiscal Policy
GCC: Sovereign Funds
The Kuwait Investment Authority (KIA) Turns Inward?
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macroeconomy : FX Reserves and Sovereign Wealth
The African Union (AU)
Somalia: Instability, Extremism, and Drought
Egypt : South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategy : Defense Policy and Terrorism : Development Challenges : Energy Security and Policy : International Organizations
South Africa: Monetary Policy
SARB Keeps Rate Unchanged at 5.5% Despite Lower Growth Forecast
South Africa : Emerging Markets : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation
Israel: Monetary Policy
The Bank of Israel Cuts Interest Rates by 25 Bps for February 2012
Israel : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation
The League of Arab States (Arab League)
MENA Health Care: Growing Opportunities?
Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Geostrategy : Macroeconomy : International Organizations : International Trade and Globalization
The Organization of the Petroleum Exporting Countries (OPEC)
How Well Are OPEC Members Complying with Cuts?
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : International Organizations : Oil and Energy
Mercosur: South America's Trade Bloc
What Is the Future of Mercosur?
Argentina : Brazil : Uruguay : Venezuela : Latin America
Czech Republic: Economic Profile
Czech Republic Macro View: Q3 GDP Growth Revised to Negative
Czech Republic : Emerging Europe and CIS : Emerging Markets : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle
South Africa: Domestic Politics
Will Suspension of Julius Malema Temper Political Bickering in South Africa's Ruling Alliance?
South Africa : Middle East and Africa : Geostrategy : Foreign and Domestic Political Risk
Russia: Domestic Politics
Russian Protests Pick Up: A Challenge to Putin and United Russia
Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Foreign and Domestic Political Risk
Mexico: Economic Profile
How Much Will Global Deceleration Weigh on Mexico's Growth?
Mexico : Latin America : Macroeconomy : Growth Outlook and Business Cycle
Emerging Markets: Economic Profile
Polish Macro View: Economy Grew Robust 4.3% in 2011
China : Northeast Asia : Russia : Russia, CIS and the Caucasus : South Africa : Southeast Asia : Taiwan : Asia/Pacific : Emerging Markets : Middle East and Africa : Markets
Brazil: Economic Profile
How Fast Is Brazil Decelerating?
Brazil : Latin America : Macroeconomy : Growth Outlook and Business Cycle
Saudi Arabia: Security and Defense Policy
Will Slow Saudi Reforms Continue to Placate Politcal Opponents?
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
Czech Republic: Fiscal Policy
Czech Republic Politics: Government Avoids Collapse
Czech Republic : Emerging Europe and CIS : Europe : Macroeconomy : Fiscal Policy
Saudi Arabia: Energy Sector
Is Saudi Arabia Still the Central Bank of Oil?
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil : Oil and Energy
Food Supply Vulnerabilities
Will Rising Food Prices Lead to Inflation and Social Unrest in Africa?
China : Northeast Asia : Sub-Saharan Africa : Advanced Economies : Asia/Pacific : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategy : Climate Change and Natural Resources : Development Challenges : Diseases and Natural Disasters : Energy Security and Policy
Africa Economic Profile
Strong Growth for Sub-Saharan Africa in 2011
South Africa : Sub-Saharan Africa : Frontier Markets : Middle East and Africa : Macroeconomy : Current Financial Crisis : Growth Outlook and Business Cycle : Systemic Risk, Vulnerabilities and Asset Bubbles
Russia: The Ruble
Russia Loosens Controls on the Ruble, Widens Trading Range
Russia : Russia, CIS and the Caucasus : Europe : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles
North Korea: Nuclear Program
Kim Jong Il's Death Brings Uncertainty as Son Takes Center Stage in North Korea
China : Japan : Northeast Asia : South Korea : Asia/Pacific : Geostrategy : Defense Policy and Terrorism : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks : Nuclear Proliferation
Saudi Arabia: Reserves and Sovereign Wealth
Saudi Arabia Now Adding to its Savings Again?
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macroeconomy : FX Reserves and Sovereign Wealth
Saudi Arabia: Economic Profile
Will Oil Output Sustain Saudi Arabia’s Growth in 2012?
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macroeconomy : Growth Outlook and Business Cycle
Russia: Economic Profile
Russian Industrial Production Slows in December
Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macroeconomy : Growth Outlook and Business Cycle
Russia: Fiscal Policy
Russian Fiscal Policy: Deficits to Continue Through 2014
Russia : Russia, CIS and the Caucasus : Europe : Macroeconomy : Fiscal Policy
Russia: Foreign Policy
Can Sino-Russian Ties Extend Beyond Resource Codependence?
Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Geostrategy : Energy Security and Policy : Foreign Policy and Geostrategic Risks
IMF's Role in Central and Eastern Europe
Romania: Protests over Austerity Continue
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
Egypt: Monetary Policy and Price Dynamics (Inflation/Deflation)
The Central Bank of Egypt Keeps Benchmark Rate Unchanged at 9.25%, Inflation Picks Up
Egypt : Emerging Markets : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation
Turkey: External Accounts
Turkey’s Trade Balance Improves but External Risks Remain
Turkey : Emerging Markets : Europe : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance
Brazil: The Brazilian Markets
The Brazilian Market: A Look at the Bovespa
Brazil : Latin America : Macroeconomy : Markets : Currencies : Equity : Growth Outlook and Business Cycle
Russia: Banking Sector
Russian Banking System: Revival in Credit Growth
Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Finance and Banking : Banks
Colombia: Equity Markets
Colombia's Credit Rating Upgraded
Colombia : Latin America : Markets : Currencies : Equity
Taiwan: Monetary Policy
Taiwan December Inflation Surges Above Consensus As Food Prices Climb
Northeast Asia : Taiwan : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
GCC: Equities
UAE Equity Markets: Will 2012 Bring EM Status?
Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Markets : Equity
Singapore: External Accounts
Singapore's Exports Accelerate in December Led by Pharmaceuticals
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
Singapore: Economic Profile
Singapore: Advanced Growth Estimates Confirm Q4 Contraction
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Czech Republic: Monetary Policy
Czech Monetary Policy: Weak Koruna Prompts CNB to Hold Key Rate at 0.75%
Czech Republic : Emerging Europe and CIS : Europe : Macroeconomy : Monetary Policy and Inflation
Turkey: Labor Market
Turkey: Unemployment Rate Remains Below Pre-Crisis Levels
Turkey : Europe : Macroeconomy : Labor Markets and Productivity
Economics of the Olympics and Other Major Sporting Events
How Will Qatar Benefit from the Successful World Cup Bid?
Canada : Gulf Cooperation Council : Northeast Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macroeconomy
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
Turkey: Fiscal Policy
Turkey: Will Strong Fiscal Performance be Sustained in 2012?
Turkey : Emerging Markets : Europe : Macroeconomy : Fiscal Policy
Israeli-Palestinian Conflict
Palestinian UNESCO Membership Takes Away the Possibility of Renewed Talks
Israel : Middle East and Africa : Geostrategy : Defense Policy and Terrorism : Foreign Policy and Geostrategic Risks : Nuclear Proliferation
Turkey and Geopolitical Energy Issues
Turkey at an Energy Crossroads: Turkish-Azerbaijani Gas Deal Fuels Hopes in the EU
Turkey : Europe : Geostrategy : Commodities : Energy : Energy Security and Policy : Oil and Energy : Sectors and Industries
Turkey: Foreign Policy
Turkey's Foreign Policy: Ties With France Ruptured by Genocide Ruling
Commonwealth of Independent States : Emerging Europe and CIS : Russia, CIS and the Caucasus : Turkey : Europe : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
Hong Kong: External Accounts
Hong Kong December Exports Exceed Consensus on Higher Chinese Demand
Hong Kong : Northeast Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
Indonesia: External Accounts
Indonesian Exports Tempered by Tax Increase in July
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : International Trade and Globalization : Trade and External Balance
Indonesia: Economic Profile
Indonesia Receives Its Second Investment-Grade Rating From a Major CRA
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
South Africa: The Rand (currency)
Is South Africa Intervening to Curb Rand Strength?
South Africa : Middle East and Africa : Markets : Currencies
Singapore: Monetary Policy
Singapore's December Inflation Eases, Transport and Accommodation Prices Remain Elevated
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
Malaysia: Monetary Policy
Bank Negara Malaysia Keeps Rates Steady at 3.0% in January
Malaysia : Southeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation
Malaysia: Economic Profile
Malaysian Economy Rebounds in Q3 on Consumption and Investment
Malaysia : Southeast Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
China: Fiscal Policy
China's Local Government Debts: How Big and How Bad?
China : Northeast Asia : Asia/Pacific : Macroeconomy : Markets : Fiscal Policy : Government Bonds : Government Bonds/Interest Rates
Philippines: Domestic Politics
New Philippines President Seeks to Secure Working Legislative Majority
Philippines : Southeast Asia : Asia/Pacific : Geostrategy : Foreign and Domestic Political Risk
Thailand: Economic Profile
Could the Thai Economy Grow 7% in 2012? We Doubt It
Southeast Asia : Thailand : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Saudi Arabia: Fiscal Policy
Saudi Arabia Unveils Conservative 2012 Budget
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Macroeconomy : Fiscal Policy
Saudi Arabia: Monetary Stance and Price Dynamics (Inflation/Deflation)
Will Inflationary Pressures Pick Up in Saudi Arabia in 2012?
Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation
Asia's Natural Disaster Preparation
Will China's Emergency Response to Qinghai Quake Be Effective?
China : Northeast Asia : Southeast Asia : Asia/Pacific : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Diseases and Natural Disasters : Energy Security and Policy
GCC: Corporate Sector
GCC Leading MENA Tourism Growth in 2012?
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macroeconomy : Sectors and Industries
Political Risk in Eastern Europe
Poland's Civic Platform Re-Elected: Will Victory Aid Fiscal Consolidation?
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
Russia and the CIS Countries
Russia-Georgia Relations and U.S. Senate Approval of Resolution Supporting Georgia
Russia : Russia, CIS and the Caucasus : Europe : Geostrategy
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
Thailand: Fiscal Policy
How Much Money Will the Thai Government Borrow?
Southeast Asia : Thailand : Asia/Pacific : Macroeconomy : Fiscal Policy
Macau: Economic Profile
Macau's Gaming Revenue Surges 42% in 2011 But Trends Lower
Hong Kong : Northeast Asia : Asia/Pacific : Macroeconomy : Sectors and Industries
South Africa: Labor Markets
South Africa Labor Market: Unemployment Eases Slightly in Q3
South Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Geostrategy : Macroeconomy : Foreign and Domestic Political Risk : Labor Markets and Productivity
South Africa: External Balance
South Africa's Trade Balance Improves in December
South Africa : Middle East and Africa : Macroeconomy : Current Account : Trade and External Balance
GCC Financial Centers
UAE Equity Markets: Will 2012 Bring EM Status?
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Finance and Banking
Saudi Arabia: Financial Sector
How Strong is the Saudi Financial Sector?
Gulf Cooperation Council : Saudi Arabia : Middle East and Africa : Finance and Banking : Banks : Financial Regulation
Russia: Consumption
Russia: Household Consumption Picks up in December, Outlook?
Eurozone : Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle : Trade and External Balance
Biofuel
U.S. Ethanol Exports Soaring
China : Northeast Asia : United States : Asia/Pacific : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy
Poland: Fiscal Policy
Poland's Civic Platform Re-Elected: Will Victory Aid Fiscal Consolidation?
Emerging Europe and CIS : Poland : Europe : Macroeconomy : Fiscal Policy
Russia: Energy Sector
Russia's Oil Production: Is Recovery Sustainable?
Commonwealth of Independent States : Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy
Turkey and EU Accession
Turkey's Foreign Policy: Ties With France Ruptured by Genocide Ruling
Turkey : Europe : Geostrategy : Foreign and Domestic Political Risk
South Africa: Manufacturing Sector
South Africa Mining Production: Weakening
South Africa : Frontier Markets : Middle East and Africa : Macroeconomy : Sectors and Industries
Islamic Finance
Islamic Finance: How Insulated from Conventional Shocks?
Gulf Cooperation Council : Saudi Arabia : Southeast Asia : United Arab Emirates : Asia/Pacific : Middle East and Africa : Finance and Banking : Markets : Asset Management and Portfolio Choice : Banks : Derivatives : Securitization and Structured Finance
Chile: Economic Profile
Chile: Economic Normalization Underway in H2 2011
Chile : Latin America : Macroeconomy : Growth Outlook and Business Cycle
Taiwan: Economic Profile
Taiwan's January PMI Contracts at Slowest Rate in 7-Months
Northeast Asia : Taiwan : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle
Singapore: Fiscal Policy
Singapore's FY2011 Budget Lends a Hand to Households
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
Poland: Monetary Policy
Poland Monetary Policy: NBP Leaves 4.5% Policy Rate On Hold in January
Emerging Europe and CIS : Poland : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation
Eastern European Energy Security
Russia Launches Nord Stream Pipeline: European Clients to Receive Gas by November
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
Hong Kong: Fiscal Policy
Hong Kong Increases FY2012 Fiscal Measures to Stave Off Economic Woes
Hong Kong : Northeast Asia : Asia/Pacific : Macroeconomy : Fiscal Policy
Middle East: Energy Sector
Continued Sabotage Threatens the Security of Egypt’s Natural Gas Exports
Egypt : Gulf Cooperation Council : Israel : Russia : Russia, CIS and the Caucasus : United Arab Emirates : Europe : Middle East and Africa : Geostrategy : Macroeconomy : Markets : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Natural Gas : Oil and Energy : Sectors and Industries
South Africa: Economic Profile
South Africa’s PMI Rebounds in January: Outlook?
South Africa : Middle East and Africa : Macroeconomy : Growth Outlook and Business Cycle
Turkey: Economic Risks and Strengths
Turkey: Fitch Downgrades Rating Outlook to Stable on Domestic Challenges and External Risks
Turkey : Europe : Macroeconomy : Current Financial Crisis : IMF and International Economic Institutions : Systemic Risk, Vulnerabilities and Asset Bubbles
Egypt: Fiscal Policy
Egypt Returns Again to the IMF amid Rising Fiscal and Political Tensions
Egypt : Middle East and Africa : Macroeconomy : Fiscal Policy
Eastern Europe: Bond Markets
Romania's Bond Market: The Government Drops the 7% Yield Cap
Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Romania : Southeast Europe : Europe : Markets : Government Bonds : Government Bonds/Interest Rates
MENA: Bond Market
MENA Bond Issuance Down in 2010: What Scope for 2011?
Egypt : Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Government Bonds : Government Bonds/Interest Rates : Trade and External Balance
MENA: Banks
Will MENA Credit Growth Revive in 2012?
Egypt : Gulf Cooperation Council : Middle East and Africa : Finance and Banking
Egypt: Economic Profile
Will Egypt's Military Restore the Emergency Law as Civilian Unrest Continues?
Egypt : Middle East and Africa : Macroeconomy : Growth Outlook and Business Cycle
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
The IMF in Sub-Saharan Africa
Sub-Saharan Africa Falls Off Millennium Development Goals Wagon
South Africa : Sub-Saharan Africa : Middle East and Africa : Geostrategy : Macroeconomy : Development Challenges : IMF and International Economic Institutions
Mexico: Monetary Policy
Will Mexico's Inflation Remain Inside Its Target Range in 2012?
Mexico : Latin America : Macroeconomy : Monetary Policy and Inflation
EU Newcomers: Monetary Policy
Romania: NBR Cuts Benchmark Interest Rate for Third Time in a Row
Emerging Europe and CIS : Hungary : Poland : Romania : Southeast Europe : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation
Developing Countries and Climate Change
China's Environmental Woes: The Great Leap Backward
China : India : Northeast Asia : South Asia : Asia/Pacific : Latin America : Middle East and Africa : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy
Russia and the EU
U.S.-Russia Ties: A New START
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
Argentina: Economic Profile
How Long Can Argentina’s Expansion Remain Sustained?
Argentina : Emerging Markets : Latin America : Macroeconomy : Growth Outlook and Business Cycle
MENA: Fiscal Policy
Will Syria's Fiscal Deficit Narrow in 2011?
Egypt : Middle East and Africa : Macroeconomy : Fiscal Policy
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
Russian Demographics
Russian Demographics and Labor Productivity: 'Hypermortality' Weighing on Growth?
Russia : Russia, CIS and the Caucasus : Europe : Geostrategy : Macroeconomy : Demographics : Labor Markets and Productivity
Turkey: Demographics
Turkey's Demographic Bonus: A Mixed Blessing
Turkey : Europe : Geostrategy : Macroeconomy : Demographics : Labor Markets and Productivity
Venezuela: Bond Markets
How Much Public Debt Will Venezuela Issue? Can the Market Handle It?
Venezuela : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates
Taiwan: Fiscal Policy
Is Taiwan's Fiscal Policy Sustainable?
Northeast Asia : Taiwan : Asia/Pacific : Macroeconomy : Fiscal Policy
GCC: Monetary Policy and Inflation
Inflationary Pressures Moderating Across the GCC
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation
Mexico: Finance and Banking Sector
How Will the Eurozone Crisis affect the Latin American Financial System?
Central Europe: Auto Sector
Auto Production in 'Detroit of Europe': Bright Future?
Czech Republic : Emerging Europe and CIS : Eurozone : Hungary : Poland : Europe : Macroeconomy : Sectors and Industries
Israel: Politics
Will Israel Try to Stop Iran's Nuclear Program?
Israel : Middle East and Africa : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks
GCC: Foreign Policy
GCC Approves Development Fund for Jordan and Morocco
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Middle East and Africa : Geostrategy : Foreign Policy and Geostrategic Risks
Is Africa Becoming a U.S. Foreign Policy Priority?
IMF, Others Loan to Zimbabwe
Egypt : South Africa : Sub-Saharan Africa : Middle East and Africa
Daily Digest
Analysis
Good Cop or Bad Cop? Russian Foreign Policy in the New Putin Era
German Marshall Fund Feb 04, 2012
Analysis
Russia’s Self-defeating Game in Syria
Center for Strategic and International Studies Feb 02, 2012
Analysis
Measuring the Causes of Instability in the Middle East and North Africa
Center for Strategic and International Studies Jan 26, 2012
Analysis
Preliminary Figures on Russian 2011 GDP Growth Surprise on the Upside
Global Insight Feb 01, 2012
Analysis
Poland: Mixed Signals from Surveys; Czech Republic: CNB Forecasts Back Rate Cut; Turkey: In No Hurry to Curb Inflation; Russian GDP: 2012 to Be as Good as it Gets
BNP Paribas Feb 03, 2012
News
Singapore, US take bilateral ties and regional cooperation to next level
Straits Times Feb 02, 2012
News
Banks Keep Lending Standards for Enterprises and Households Unchanged in Q4 2011
Bangko Sentral ng Pilipinas Feb 03, 2012
News
Monetary Board Approves Rationalization of Reserve Requirement Policy
Bangko Sentral ng Pilipinas Feb 03, 2012
Analysis
Fiendishly complex disputes in the South China Sea dangerously simplified
The Economist Feb 03, 2012
Blogs
Can Affordable Housing Sustain China’s Economic Growth?
Peterson Institute for International Economics Feb 03, 2012
Analysis
Daily Breakfast Spread - Hong Kong and Taiwan growth & inflation
DBS Group Research Feb 03, 2012
Blogs
Young, Wired and Angry: A Revised Portrait of Hungary's Right-Wing Extremists
Spiegel online Feb 03, 2012
News
Hungary budget may be at risk due to Malév collapse
Portfolio.hu (free registration) Feb 03, 2012
Analysis
F12/13 Budget – Limited New Initiatives, More Handouts
Morgan Stanley Global Economic Forum Feb 03, 2012
News
Hungary forint firms through the roof - Too much maybe? - Portfolio.hu Fund Manager Survey
Portfolio.hu (free registration) Feb 03, 2012
Blogs
Russia: interest rates held but hawks rustling their feathers
Financial Times, Beyond Brics Feb 03, 2012
News
Malev Grounds Flights After 66 Years of Operation as Hungary Cuts Losses
Bloomberg Feb 03, 2012
News
Russia Signals Interest Rates Poised to Remain Stable as Inflation Abates
Bloomberg Feb 03, 2012
Analysis
Central Europe Outlook 2012: Toward a Two-Speed Europe
Center for European Policy Analysis Feb 01, 2012
Research
The Hungarian economy: a hostage of populism
The Vienna Institute for International Economic Studies Feb 03, 2012
Analysis
Central European Daily: CEE currencies unchanged before US data; CNB cuts growth forecast to 0.0% from 1.2% in 2012
KBC Bank Feb 03, 2012
Blogs
South African mines might start generating their own power
How We Made it in Africa Feb 03, 2012
Analysis
China Services PMI data paint broadly stagnant picture of overall business conditions at start of 2012
HSBC/Markit Feb 03, 2012
News
Minister defends scheme to lend EPF money to unqualified home buyers
The Malaysian Insider Feb 03, 2012
Analysis
CEE Insights: How did private credits develop in the last two months of 2011?
Erste Bank (free registration required) Feb 03, 2012
Analysis
Turkey Short Note: We may not yet be out of the woods
Erste Bank (free registration required) Feb 03, 2012
News
China May Raise Fuel Prices as Crude Gains Trigger NDRC Formula
The Washington Post Feb 03, 2012
News
Builders: Investment in private construction may drop to zero in 2012
El Universal Feb 02, 2012
Analysis
Egypt Monetary Policy Meeting Press Release, Feb 2, 2012
Central Bank of Egypt Feb 03, 2012
Analysis
Armenia, Azerbaijan Hold Face-Saving Summit for Russia’s Medvedev
Jamestown Fondation Feb 03, 2012
Analysis
Emerging economies in the 2000s : real decoupling and financial recoupling
World Bank Feb 03, 2012
Analysis
Egypt and U.S. Health Assistance
Center for Strategic and International Studies Feb 02, 2012
News
Egypt Leaves Benchmark Rate Unchanged at 9.25% After Requesting IMF Loan
Bloomberg Feb 02, 2012
Analysis
Daily Breakfast Spread - South Korea CPI and Trade; HK Budget and GDP
DBS Group Research Feb 02, 2012
Blogs
Guest post: Sany-Putzmeister takeover – a sign of Mittelstand deals to come
FT - beyondbrics Feb 02, 2012
News
BSP chief sees stronger capital inflows to Phl on higher yields, sound fundamentals
The Philippine Star Feb 02, 2012
News
Palace Allocates P1.17B For Power Rate Subsidy To Ecozone Locators
Manila Bulletin Feb 01, 2012
News
Press Release of the Board of the National Bank of Romania, February 2, 2012
National Bank of Romania Feb 02, 2012
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