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Monetary Policy and Inflation
Featured Content
RGE Analysis
Why the ECB's Monetary Policy Threatens the Eurozone, and Why It Needs a Higher Inflation Target
Nov 9, 2011
RGE Analysis
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
May 10, 2011
United States: Monetary Policy
January FOMC Meeting: Low Rates Through 2014, Explicit Inflation Goal, QE3 on the Table
Asia/Pacific
Vietnam: Monetary Policy
Vietnam's CPI Slows in January, Affording the Central Bank Room to Cut Rates
Vietnamese Banks' Deposit Base Falling on Interest Rate Caps
Southeast Asia : Vietnam : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Indonesia: Monetary Policy
Indonesian Inflation Slows Again in January, May Not be Enough to Push Monetary Easing
Bank Indonesia Lowers Overnight Deposit Rate, Extends Bond Buying Activities
Indonesia : Southeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Philippines: Monetary Policy
Philippine Inflation Slows to 3.9% in January on Abundant Food Supply
Philippine Central Bank Slashes Key Policy Rates to Boost Economic Growth
Philippines : Southeast Asia : Asia/Pacific : Emerging Markets : Macroeconomy : Monetary Policy and Inflation :
Japan: Monetary Policy
BoJ Under Pressure to Find Ways to Weaken Yen
Trade Deficit Does Little to Weaken Yen or Reverse Japan's Deflationary Trend
Japan : Northeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Pakistan: Economic Profile
Will Pakistan's Economy Remain Subdued in 2011?
Can Pakistan Continue Fiscal Reforms Without IMF Loan Support?
Pakistan : South Asia : Asia/Pacific : Macroeconomy : Growth Outlook and Business Cycle : Monetary Policy and Inflation :
India: Monetary Policy
Reserve Bank of India Gets Into Easing Mode
India's Inflation Eases in December as Base Effect Holds Sway
India : South Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
South Korea: Monetary Policy
South Korean Inflation Falls in January
Bank of Korea Keeps Rate Unchanged for Seventh Consecutive Month
Northeast Asia : South Korea : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Thailand: Monetary Policy
Thai Inflation Drops in January on Slower Food Price Gains
Thailand Cuts Policy Rate Again Amid Slow Flood Recovery
Southeast Asia : Thailand : Asia/Pacific : Emerging Markets : Macroeconomy : Monetary Policy and Inflation :
China: Monetary Policy
China's FX Reserves Decline in Q4 on Hot Money Outflows and Weak Euro
China's CPI Eases Further in December, Bringing 2011 Inflation to 5.4%
China : Northeast Asia : Asia/Pacific : Finance and Banking : Macroeconomy : Monetary Policy and Inflation : Money Markets :
Australia: Monetary Policy
RBA Surprises Markets With Rate Pause in February
Australia's Headline CPI Slows to 0.6% q/q; Core CPI Surprises on Downside
Australia : Pacific : Advanced Economies : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Taiwan: Monetary Policy
Taiwanese Inflation at a Three-Year High in January on Lunar New Year Effect
Taiwan Keeps Interest Rates Unchanged on Rising External Headwinds in 2012
Northeast Asia : Taiwan : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Singapore: Monetary Policy
Singapore's December Inflation Eases, Transport and Accommodation Prices Remain Elevated
Singapore's Central Bank Eases Exchange Rate Policy Slightly on Global Growth Concerns
Singapore : Southeast Asia : Asia/Pacific : Macroeconomy : Monetary Policy and Inflation :
Europe
The ECB and the Eurosystem
ECB Bank Lending Survey: Is the Wall of Liquidity Reaching the Real Economy?
Is the ECB Preparing for QE?
Eurozone : Europe : Macroeconomy : Fiscal Policy : Monetary Policy and Inflation :
Norway: Economic Policy
Norway's Inflation Rate Remains Low
Norway's Pension Fund Returns 9.6% in 2010
Nordics : Norway : Advanced Economies : Europe : Macroeconomy : Monetary Policy and Inflation :
Sweden: Economic Policy
Riksbank Begins Rate Cuts
Nordics : Sweden : Advanced Economies : Europe : Macroeconomy : Monetary Policy and Inflation :
Turkey: Monetary Policy
Turkey's Inflation Continues to Creep Up in January
Turkey: Central Bank Keeps Rates on Hold and Sticks to Policy Mix
Turkey : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation :
Greece: Price Dynamics
Greek Inflation Falls to 2.2% y/y in December
Eurozone : Greece : Europe : Macroeconomy : Monetary Policy and Inflation :
Spain: Price Dynamics
Spanish Inflation to Slow to 2.4% y/y in December
Eurozone : Spain : Europe : Macroeconomy : Monetary Policy and Inflation :
Ireland: Fiscal Policy
IMF Approves Additional Loan Disbursement of €1.5 Billion
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 :
Russia: Monetary Policy
Russian Central Bank Cuts Refi Rate, Hikes Deposit Rate
Russian Inflation Falls to Low of 4.2% in January
Emerging Europe and CIS : Russia : Russia, CIS and the Caucasus : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation :
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 :
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 :
Ukraine: Economic Profile
Ukrainian Industrial Output Is Set to Slow in 2012
Ukraine's External Sector: Will Trade Deficit Narrow in H2 2011?
Commonwealth of Independent States : Emerging Europe and CIS : Russia, CIS and the Caucasus : Europe : Frontier Markets : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle : Monetary Policy and Inflation :
Serbia: Monetary Policy
Serbia Monetary Policy: NBS Cuts Policy Rate Another 50 bps in October to 10.75%
Emerging Europe and CIS : Serbia : Southeast Europe : Europe : Frontier Markets : Macroeconomy : Monetary Policy and Inflation :
Bulgaria's Currency Board
Bulgaria’s Eurozone Entry Path: ERM II Bid Pushed to Late 2011?
Emerging Europe and CIS : Southeast Europe : Europe : Macroeconomy : Markets : Currencies : Current Financial Crisis : Monetary Policy and Inflation : Systemic Risk, Vulnerabilities and Asset Bubbles :
Croatia: The Kuna
Croatia's EU Path: Conditional 2013 Entry
Emerging Europe and CIS : Southeast Europe : Europe : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :
Austria: Inflation
Upward Trend in Austria's Inflation Halts in February 2010
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation :
Germany: Price Dynamics (Inflation/Deflation)
German Inflation Falls to 2% y/y in January
Eurozone : Germany : Europe : Macroeconomy : Monetary Policy and Inflation :
Eurozone: Monetary Policy
Eurozone Loans to NFC Contracting at a Slower Rate
ECB Statements: What Is the ECB Thinking?
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation :
France: Price Dynamics (Inflation/Deflation)
French Inflation Remains Unchanged at 2.7% y/y in December
Eurozone : France : Europe : Macroeconomy : Monetary Policy and Inflation :
Poland: Monetary Policy
Poland Monetary Policy: NBP Leaves 4.5% Policy Rate On Hold
Emerging Europe and CIS : Poland : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation :
United Kingdom: Monetary Policy
Bank of England Expected to Announce More QE on February 9
UK CPI Falls Yet Again, to 4.2% y/y in December
United Kingdom : Europe : Macroeconomy : Monetary Policy and Inflation :
Ireland: Inflation
Ireland's Inflation Unchanged at 1.7% y/y in November
Eurozone : Ireland : Europe : Macroeconomy : Monetary Policy and Inflation :
EU Newcomers: Monetary Policy
Romania: NBR Cuts Benchmark Interest Rate for Third Time in a Row
Hungary Monetary Policy: MNB Surprises Markets and Keeps Its 7.0% Base Rate on Hold
Emerging Europe and CIS : Hungary : Poland : Romania : Southeast Europe : Emerging Markets : Europe : Macroeconomy : Monetary Policy and Inflation :
The Serbian Dinar
Serbia Monetary Policy: NBS Cuts Policy Rate Another 50 bps in October to 10.75%
Emerging Europe and CIS : Serbia : Southeast Europe : Europe : Frontier Markets : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :
Switzerland: Monetary Policy and Inflation
Swiss CPI Falls 0.7% y/y in December Driven by Seasonal Sales
Swiss National Bank Holds Monetary Policy Steady
Switzerland : Europe : Macroeconomy : Monetary Policy and Inflation :
Eurozone: Price Dynamics (Inflation/Deflation)
Eurozone Core Inflation Rises Back to Its June Level of 1.6% y/y
Is the ECB Right About Tracking the Money Supply?
Eurozone : Europe : Macroeconomy : Monetary Policy and Inflation :
The Impact of ECB Easing
Is the ECB Monetary Stance Adequate for Germany?
Europe : Finance and Banking : Macroeconomy : Monetary Policy and Inflation :
Latin America
Uruguay: Monetary Policy
Will the Central Bank of Uruguay Achieve its Inflation Target?
How Long Will Inflation Continue to Deteriorate in Uruguay?
Uruguay : Latin America : Macroeconomy : Monetary Policy and Inflation :
Venezuela: Monetary Policy
Will the Bolivar Be Devalued Again in 2012?
How Much Scarcity Is There in Venezuela?
Venezuela : Latin America : Macroeconomy : Currencies : Monetary Policy and Inflation :
Peru: Monetary Policy
When Will Peru's Central Bank Begin to Cut Rates?
What Is the Inflation Outlook in Peru?
Peru : Latin America : Macroeconomy : Monetary Policy and Inflation :
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 :
Argentina: Monetary Policy
Argentine Inflation: Will the IMF's Second Visit Succeed?
Will Argentina Devalue Its Currency?
Argentina : Latin America : Macroeconomy : Monetary Policy and Inflation :
Colombia: Monetary Policy
Colombia's Central Bank Delivers Unexpected Rate Hike
Colombian Inflation Further Decelerates in January, Begins 2012 at 3.54% y/y
Colombia : Latin America : Macroeconomy : Monetary Policy and Inflation :
Brazil: Monetary Policy
Brazil Meets 2011 Inflation Target. Will Price Deceleration Come in 2012?
Brazil’s Central Bank Signals Single Digit SELIC
Brazil : Latin America : Macroeconomy : Monetary Policy and Inflation :
Chile: Monetary Policy
Chile's Central Bank Cuts Rates in January
Chilean Central Bank Misses 2011 Inflation Target
Chile : Latin America : Macroeconomy : Monetary Policy and Inflation :
Middle East and Africa
Qatar: Monetary Stance and Price Dynamics (Inflation/Deflation)
Qatar Cuts Interest Rates Despite Inflation's Return
GCC Monetary Policy: Low Interest Rates Here to Stay?
Gulf Cooperation Council : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation :
Iraq: Economic Profile
Will Iraq Boost Infrastructure Spending in 2012?
Iraq Seeks Investment to Boost Economy As U.S. Pulls Out
Middle East and Africa : Geostrategy : Macroeconomy : Current Account : Growth Outlook and Business Cycle : Monetary Policy and Inflation : Trade and External Balance :
Zimbabwe: Economic Profile
Zimbabwe: New Growth or Old Bad Habits?
Sub-Saharan Africa : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Sub-Saharan Africa Currency Trends
Will Nigeria's Aggressive Hike Support the Naira?
Is South Africa Intervening to Curb Rand Strength?
South Africa : Sub-Saharan Africa : Emerging Markets : Frontier Markets : Middle East and Africa : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :
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 :
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 :
Tunisia: Economic Profile
Will Growth Return to Tunisia After the Election?
Middle East and Africa : Macroeconomy : Fiscal Policy : Growth Outlook and Business Cycle : International Trade and Globalization : Monetary Policy and Inflation : Trade and External Balance :
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 :
Iran: Economic Profile
Beyond Oil: Iran's Economic Vulnerabilities
Subsidy Phase-Out Costing Iran Dearly
Middle East and Africa : Macroeconomy : Growth Outlook and Business Cycle : Monetary Policy and Inflation :
Saudi Arabia: Monetary Stance and Price Dynamics (Inflation/Deflation)
Will Inflationary Pressures Pick Up in Saudi Arabia in 2012?
GCC Monetary Policy: Low Interest Rates Here to Stay?
Gulf Cooperation Council : Saudi Arabia : Frontier Markets : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation :
Kuwait: Monetary Policy
Kuwait's Financial Vulnerabilities: Still the Major Drag on Growth?
Gulf Cooperation Council : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation :
United Arab Emirates: Monetary Stance and Price Dynamics (Inflation/Deflation)
UAE’s Inflation: Slowing Down?
Are UAE Government Policies Supporting Banks?
Gulf Cooperation Council : United Arab Emirates : Middle East and Africa : Macroeconomy : Monetary Policy and Inflation :
North America
United States: Price Dynamics (Inflation/Deflation)
U.S. Inflation: Headline CPI Remains Flat in December
U.S. Headline PPI Declines in December
United States : North America : Macroeconomy : Monetary Policy and Inflation :
United States: Monetary Policy
January FOMC Meeting: Low Rates Through 2014, Explicit Inflation Goal, QE3 on the Table
Major Central Banks Cut Dollar Swap Rates to Ease EZ Funding Stress
United States : Advanced Economies : North America : Finance and Banking : Macroeconomy : Monetary Policy and Inflation :
Canada: The Canadian Dollar
Canadian Dollar: Is Parity the Loonie's New Reality?
The Recurring Debate on Pegging the Loonie to the Greenback
Canada : North America : Macroeconomy : Markets : Currencies : Monetary Policy and Inflation :
Canada: Monetary Policy
Canadian Inflation Tumbles in December; Weaker Trend Ahead
Bank of Canada: Eleventh Consecutive Pause in the Face of External Risks
Canada : Advanced Economies : North America : Macroeconomy : Monetary Policy and Inflation :
Canada: Economic Profile
Canadian Economy’s Stall Continues in November : Weak Q4
Canadian Businesses: More Cautious About 2011-12
Canada : North America : Macroeconomy : Growth Outlook and Business Cycle : Monetary Policy and Inflation :
Global Monetary System
Could the SDR Play a Larger Role in the International Monetary System?
Is There a Role for Gold in the International Monetary System?
United States : North America : Finance and Banking : Markets : Currencies : FX Reserves and Sovereign Wealth : Government Bonds : Government Bonds/Interest Rates : Monetary Policy and Inflation :
United States: Future Federal Reserve Policy Regimes
Will the Fed Switch to a New Benchmark Interest Rate?
Volcker Rule: Securitisation Experts Warn of Threat to Liquidity
United States : North America : Macroeconomy : Monetary Policy and Inflation :
Monetary Policy and Inflation Topic Pages: Central Bank Independence | Central Bank Transparency | Inflation Targeting
Economic Research
North America Weekly
U.S. Employment Report Highlights and Medium-Term Unemployment Rate Trajectory; Canada: Bad Tidings for Early 2012
By Feb 6, 2012
LatAm Weekly
Policy Dilemmas—Monitoring Inflation, Watching Investment, Timing Rate Cuts
By Feb 6, 2012
Europe Weekly
ECB Meeting Preview; Italian Economic Headwinds; UK Manufacturing; Romanian Politics; EZ Calendar
By Feb 3, 2012
Asia Weekly
China Inflation and Trade; Philippines Inflation; Indonesia Monetary Policy
By Feb 2, 2012
Economic Research
What’s on Nouriel’s Mind: Swimming in Liquidity but No Safe Shore in Sight
By Feb 1, 2012
Europe Weekly
Greek PSI and the ECB; EZ Yield Curves; EZ PMIs; UK Double Dip; Hungarian Monetary Policy; EZ Calendar
By Jan 27, 2012
Economic Research
Conference Call Replay: EZ State of Play—Another Summit, More Skepticism
By Jan 27, 2012
Asia Weekly
South Korea Inflation; Malaysia Monetary Policy; Indonesia GDP and Inflation
By Jan 26, 2012
Economic Research
A State of Union and Inequality: The Buffett Tax and Other Defining Issues
By Jan 25, 2012
North America Weekly
January FOMC Changes; U.S. Q4 GDP to Show Slower Final Sales; Canadian Inflation Heading Back to Target
By Jan 23, 2012
Asia Weekly
India Monetary Policy; Japan Exports and Inflation; Singapore IP and Inflation
By Jan 19, 2012
Economic Research
What's on Nouriel's Mind: The Deteriorating Economic Outlook for the Eurozone
By Jan 17, 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
Economic Research
German CDU's European Roadmap Revisited: EMU Exit Clause in the Cards?
By Jan 9, 2012
Economic Research
Italy's Long-Term Bond Auction on December 29: Start-Gun For a Challenging Q1 2012
By Dec 28, 2011
Europe Weekly
EZ Pitfalls in 2012; Italian GDP; New Spanish Government; Swedish Monetary Policy; Hungarian, Polish Banks; EZ Calendar
By Dec 23, 2011
North America Weekly
Looking at U.S. 2012 Fiscal Drag and Q4 GDP, Revisiting EZ Risks; Gauging Canadian Inflation, GDP and Bank Performance
By Dec 19, 2011
Economic Research
Chronicles of a Crash Foretold: Updating RGE’s Medium-Term Scenarios for China
By Dec 16, 2011
Economic Research
Conference Call Replay: EZ Recession + Chinese Slowdown + U.S. Malaise + EM Pullback = Global Double Dip?
By Dec 12, 2011
Global Economic Outlook
Middle East and North Africa Outlook: After the Spring, a Harsh Winter
By Dec 9, 2011
North America Weekly
U.S. Outlook Preview and Employment; Canada Q3 GDP, Monetary Policy and Labor Market
By Dec 5, 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
North America Weekly
U.S. Manufacturing, Monetary Policy and Payrolls; Canada GDP and Retail Sales
By Nov 28, 2011
Economic Research
Macro Adjustment, the Geyser Way: Icelandic Lessons for the EZ Periphery
By Nov 25, 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
North America Weekly
U.S. Inflation and Monetary Policy; Canada Inflation and Retail Sales
By Nov 21, 2011
Economic Research
Conference Call Highlights: Can the EZ Be Brought Back From the Brink?
By Nov 17, 2011
North America Weekly
U.S. Inflation, Retail Sales and Housing; Canada Trade, Budget and Inflation
By Nov 14, 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
Economic Research
Why the ECB's Monetary Policy Threatens the Eurozone, and Why It Needs a Higher Inflation Target
By Nov 9, 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
Global Economic Outlook
Norway Outlook Update: There Will Be a Slowdown (But No Recession)
By Nov 2, 2011
Economic Research
Four Options to Address the Eurozone's Stock and Flow Imbalances: The Rising Risk of a Disorderly Break-Up
By Nov 1, 2011
LatAm Weekly
Brazil Central Bank's Uninspiring Minutes; Banxico Cautious About MXN Depreciation; Argentina Construction Likely to Decelerate
By Oct 31, 2011
North America Weekly
U.S. Q3 Growth, Spending and Employment; Canada Monetary Policy and Q3 Growth
By Oct 31, 2011
Global Economic Outlook
Germany Outlook Update: From Supercharged Growth to Near-Stagnation
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
Economic Research
Conference Call Replay: Eurozone in Crisis: Summit Response–What Really Can We Expect?
By Oct 27, 2011
Economic Research
Sub-Saharan Africa's Vulnerabilities to EZ Crisis: Beyond Trade and Aid
By Oct 26, 2011
LatAm Weekly
Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy
By Oct 24, 2011
Economic Research
Low Inflation in EZ Core Threatens Periphery’s Efforts to Regain Competitiveness
By Oct 21, 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
Economic Research
Conference Call Replay: Eurozone in Crisis—More Than a Plan to Plan Needed
By Oct 21, 2011
Asia Weekly
Vietnam and Australia Inflation; India Monetary Policy; Singapore Industrial Production
By Oct 20, 2011
North America Weekly
U.S. Spending and Small Business Sentiment; Elevated Canadian Inflation
By Oct 17, 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
North America Weekly
U.S. Jobs and Spending: Better, but Watch the Trend Into Q4; Canadian Labor Market Surges, Moderation Ahead
By Oct 10, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
North America Weekly
U.S. Q3 GDP Anemic, Recession Musings; Canada: Growth Set to Slow; Labor Market Continues to Soften
By Oct 3, 2011
Asia Weekly
Indonesia and Australia Monetary Policy; Indonesia and Philippines Inflation
By Sep 29, 2011
North America Weekly
Fed Policy: Keep Those Expectations in Check; Inflation Not a Game Changer for Bank of Canada
By Sep 26, 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
Global Economic Outlook
Middle East and North Africa Outlook Update: Global Storm Exacerbates Transition
By Sep 21, 2011
Global Economic Outlook
United States Outlook Update: This Economy Needs More Than a Twist and a Tax Cut!
By Sep 20, 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
Canada Outlook Update: External Risks Undermine Domestic Demand
By Sep 16, 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
North America Weekly
U.S.: President Obama’s Jobs Program and Upside Risks; Canada: Slowing Employment Momentum
By Sep 12, 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
North America Weekly
U.S.: August Employment, Q3 Consumption and a More Dovish Fed; Canada: Growth Negative in Q2, Uncertain Going Forward
By Sep 5, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 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
North America Weekly
Weak U.S. Macro Data to Continue; Jackson Hole Takeaways; Canadian Growth Stalls in Q2
By Aug 29, 2011
Europe Weekly
Finnish Collateral Demands, Polish Consumption, Czech Rating Upgrade, EZ PMIs, Portuguese Consumption
By Aug 26, 2011
Asia Weekly
India and Philippines GDP; Japan Industrial Production; Thailand Inflation
By Aug 25, 2011
North America Weekly
U.S. Recession Watch; Canadian Consumer Spending and Monetary Policy
By Aug 22, 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
North America Weekly
U.S. Leading Indicators Point South; Canada Suffers Trade and Growth Lull
By Aug 15, 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
North America Weekly
U.S.: Stalled Growth, Closer to Outright Recession, While Rating Downgrade Increases Uncertainty; Modest Growth for Canadian Labor Market
By Aug 8, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
Global Economic Outlook
Switzerland Outlook Update: SNB Moves to Adopt Quasi-Quantitative Easing
By Aug 5, 2011
North America Weekly
A Closer Look at U.S. Q2 GDP and Revisions; Canada’s May GDP Hurts Q2 Estimate
By Aug 1, 2011
Economic Research
Conference Call Replay: U.S. Debt Scenarios and Implications for Growth and Asset Classes
By Aug 1, 2011
Europe Weekly
Spanish Politics; EFSF Ratification; German Soft Landing; Czech Monetary Policy; Turkish Depreciation
By Jul 29, 2011
Global Economic Outlook
Switzerland Outlook Update: Continued Franc Strength to Dent Economic Growth
By Jul 29, 2011
Asia Weekly
Indonesia and Philippines Inflation; Indonesia GDP; Australia Monetary Policy
By Jul 28, 2011
Economic Research
Sub-Saharan Africa Monetary Dynamics: Balancing Growth and Inflation
By Jul 26, 2011
North America Weekly
U.S. Eyes on Q2 GDP; Canada: Q2 GDP to Slow; Q4 Hike in the Cards
By Jul 25, 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
Economic Research
Brady Plan 2.0: RGE Proposal for an Orderly but Coercive Greek Debt Exchange Approved by the Eurozone and Private Sector
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
Second Bailout Package for Greece and Stabilization of the EMU Framework—Options and Solutions
By Jul 21, 2011
Economic Research
Venezuela’s Oil Reserves Power Play: Saudi Arabia Production Still Trumps
By Jul 20, 2011
North America Weekly
U.S. Trade, Consumption and Weak Macroeconomic Data Show Downside for H2—Stay Tuned; Bank of Canada—No Move Until Q4 2011
By Jul 18, 2011
LatAm Weekly
Monetary Policy Diverges in Brazil, Mexico and Chile, While Argentina Decelerates
By Jul 18, 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
North America Weekly
Will the Tide of Negative U.S. Economic Data Turn in H2?; Canadian Growth on Track to Slow in Q2
By Jul 4, 2011
Europe Weekly
Risks and Growth Prospects Across the EZ, UK, Nordics, Emerging Europe and CIS
By Jul 1, 2011
Asia Weekly
Australia and Malaysia Monetary Policy; Malaysia Exports; India Fiscal Policy
By Jun 30, 2011
North America Weekly
U.S.: A Weak ISM and FOMC Musings; Canada: Strong Inflation For Now
By Jun 27, 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
Global Economic Outlook
Spain Outlook Update: Fiscal Housekeeping Shifts to Regional Governments
By Jun 23, 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
Asia Outlook Update: Strong Growth, Stronger Inflation, Trailing Policy Responses
By Jun 21, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
North America Weekly
Revising Up Our U.S. Core Inflation Outlook; Brief Consumer Spending Recovery for Canada Amid Falling Labor Productivity
By Jun 20, 2011
Global Economic Outlook
Italy Outlook Update: Political Instability Preventing Structural Reforms
By Jun 17, 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
Global Economic Outlook
Sub-Saharan Africa Outlook Update: Resilient to Global Headwinds
By Jun 17, 2011
Asia Weekly
Outlook Updates for Hong Kong, India, Indonesia, Japan, New Zealand, Philippines and Thailand
By Jun 16, 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
North America Weekly
U.S. CPI Gains Will Temper in Q2; Canadian Job Creation Set to Moderate after Peaking in Q1
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
From Reprofiling to Vienna Initiative 2.0: The Nonsense of Purely 'Voluntary' Bail-Ins of Greece's Sovereign Bank Creditors
By Jun 3, 2011
Asia Weekly
Australia, Indonesia, Korea and China Monetary Policy; China Trade; Philippines Inflation; Malaysia Industrial Production
By Jun 2, 2011
Economic Research
Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa
By Jun 2, 2011
North America Weekly
Q2 Off to a Soft Start for U.S., Bank of Canada Slow to Normalize
By May 31, 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
Asia Weekly
Japan Industrial Production, Australia and India Growth, Thailand Monetary Policy
By May 26, 2011
Economic Research
Much Ado About Relatively Little: Contagion Risks From an Orderly Greek Debt Restructuring Are Modest, Contained and Manageable
By May 24, 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
North America Weekly
Eyes on the CPIs: A Close Look at Headline and Core Inflation in the U.S. and Canada
By May 16, 2011
Europe Weekly
Eurozone Core Comes Up Trumps in Q1; UK, EZ Periphery Moving at Half Speed
By May 13, 2011
Economic Research
Why Inflation Is Not a Desirable or Likely Way to Reduce Unsustainable Debts
By May 10, 2011
North America Weekly
Conflicted U.S. Employment Report; Canadian Conservatives Win Strong Mandate
By May 9, 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
North America Weekly
U.S. April Employment Report a Mixed Bag; Canadian Election Set to Reshuffle Parliament
By May 2, 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
North America Weekly
FOMC Takes Center Stage in U.S.; Q1 Sets Tone For Slowing Canadian Growth
By Apr 25, 2011
North America Weekly
U.S. Q1 GDP Forecast Gets a Downgrade as Canada's Prospects Remain Bright
By Apr 18, 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
Greek Debt Restructuring Debate: Is the Official Sector Converging Toward 'Plan B'?
By Apr 6, 2011
North America Weekly
U.S. March Labor Market Data a Step in the Right Direction; Canadian Economy on Track for a Strong Q1
By Apr 4, 2011
North America Weekly
U.S. Durable Goods and Other Data Cast a Shadow on Q1 GDP; Political Challenges in Canada
By Mar 28, 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
North America Weekly
U.S. Core Inflation to Remain Contained; Canada's Spending Strong
By Mar 21, 2011
Economic Research
Eastern Europe: Are Higher Commodity Prices a Monetary Policy Game-Changer?
By Mar 21, 2011
Economic Research
Ireland: Negative Fiscal Feedback Loop Linking Emigration and Bank Losses?
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
Bank of England to Hold the Line Against Temporary Surge in Inflation
By Mar 15, 2011
North America Weekly
U.S. Q1 GDP Tracking a Softer Read; No Inflation Worries for Canadian Central Bank
By Mar 14, 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
Algeria: Still Vulnerable, But With Some Resources to Placate the Population
By Feb 23, 2011
North America Weekly
Will FOMC Doves Rule the Roost? Consumption-Led Growth to Continue in Canada?
By Feb 21, 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
North America Weekly
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week; Commodities Demand Poses Upside Risk for Canada
By Feb 14, 2011
Economic Research
U.S. Retail Sales to Improve, Housing Starts Modest in Busy Data Week
By Feb 14, 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
North America Weekly
U.S. GDP Ends 2010 on Better Note; Canada Upgrades Growth Estimates
By Jan 24, 2011
Europe Weekly
Greek Debt Restructuring; Turkish Monetary Policy; German Elections; Swedish Banks
By Jan 21, 2011
North America Weekly
U.S.: 2010 in Review; Canada: Soft Landing in Housing and Employment
By Jan 10, 2011
Economic Research
Central Europe: December PMIs Point to Strong Growth, Mounting Price Pressures
By Jan 7, 2011
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
The ‘Lame Duck’ Session: Lots of Quacking, But Can It Pass Legislation?
By Nov 30, 2010
North America Weekly
U.S.: Fed on the Defensive; Canada: Retail Sales Still a Bright Spot?
By Nov 22, 2010
North America Weekly
U.S.: Lower Chance of 'W,' But Long Road to Recovery; Canada: Trade Balance Stays in Red
By Nov 15, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
Economic Research
Nov 15 Data Release: Easing Inflation Is No Excuse to Slow Tightening in India
By Nov 11, 2010
Economic Research
Nov 15 Data Release: South Korea’s Monetary Policy Caught Between Inflation and Capital Inflows
By Nov 11, 2010
Economic Research
Nov 18 Monetary Policy Meeting: Philippines Central Bank Stays Loose
By Nov 11, 2010
Economic Research
The UK: MPC Split Three Ways; Bank Governor Sympathetic to Dovish Camp
By Oct 22, 2010
North America Weekly
U.S.: Fed Debates Unemployment; Bank of Canada and Consumers on Hold?
By Oct 18, 2010
Economic Research
Oct 18 Data Release: New Zealand CPI Inflation to Emerge From Q3 Trough
By Oct 14, 2010
Economic Research
Oct 22 Data Release: Malaysian Inflation Poised for Temporary Acceleration
By Oct 14, 2010
North America Weekly
U.S.: Parsing the FOMC; Canada: Soft Labor Market Is Here to Stay
By Oct 11, 2010
Economic Research
October 13 Monetary Policy Meeting: Core Inflation Necessitates Rate Hike in South Korea
By Oct 8, 2010
Economic Research
October 14 Data Release: Easing Inflation Doesn't Eliminate India's Monetary Policy Challenges
By Oct 8, 2010
North America Weekly
U.S. Consumer Spending Better in Q3; Canada's Labor Market to Downshift
By Oct 4, 2010
Economic Research
Oct 5 Monetary Policy Meeting: Bank Indonesia Expected to Stay on Hold
By Sep 30, 2010
North America Weekly
U.S.: FOMC Poised to Step Up, Home Prices Step Down; Canada: Confirming Weaker Start to H2
By Sep 27, 2010
Economic Research
United States: FOMC Poised to Step Up, Home Prices Poised to Step Down
By Sep 27, 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
North America Weekly
U.S. Trade Deficit Narrows; “Unusual Uncertainty” in Canada’s Monetary Outlook
By Sep 13, 2010
Europe Weekly
Q2 GDP in the Eurozone and UK; High-Flying Swiss Franc; Turkey's Referendum
By Sep 3, 2010
Economic Research
North America Focus: Weak U.S. Data Spark 'Race to the Bottom'; Canada's Consumers Still Cool
By Aug 23, 2010
Economic Research
Europe Weekly Spotlight: UK and German Inflation; Turkish Monetary Policy; Nordic PMIs
By Aug 20, 2010
Economic Research
North America Focus: U.S.: Warming Up the Helicopter; Canada: Inflation Moderates Going Forward
By Aug 16, 2010
Economic Research
North America Focus: U.S. Flying on One Engine; Canadian Labor Market Flashing Red?
By Aug 9, 2010
Economic Research
Europe Weekly Spotlight: Greek Loan Review; Depressed French Consumers; UK Financial Reform
By Aug 6, 2010
Economic Research
Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments
By Aug 5, 2010
Economic Research
North America Focus: U.S. Economy Proceeds Sluggishly; U.S. and Canadian Labor Markets Examined
By Aug 2, 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
North America Focus: Growth Slowdown Preoccupies the Fed; Bank of Canada Takes It Slow
By Jul 26, 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
Europe Weekly Spotlight: Germany Peaks; Slovakia Relents; UK House Price Indexes Diverge
By Jul 16, 2010
Economic Research
Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing
By Jul 1, 2010
Economic Research
Europe Weekly Spotlight: Growth in Turkey, Austerity Beyond (even France)
By Jun 25, 2010
Economic Research
Asia Week Ahead: Political Tensions, Easing Growth and Delayed Monetary Tightening
By May 27, 2010
Global Economic Outlook
Trade Outlook Update: Multi-Speed Global Recovery to Restrain Flows
By May 13, 2010
Economic Research
Chinese Monetary Policy: Little Effect on Overcapacities, and Risks of Blowing a Property Bubble
By Oct 21, 2009
Economic Research
Chinese Credit Policy: Is Fine-Tuning Prompting Too Much of a Property Boom?
By Sep 22, 2009
Economic Research
Turkey’s Policy Rate at All-Time Low: Is the Central Bank Pushing on a String?
By Sep 21, 2009
Economic Research
The Exit Strategy from the Monetary and Fiscal Easing: Damned if You Do, Damned if You Don't
By Aug 24, 2009
Economic Research
Iceland's Rollback of Central Bank Independence: A Sign of Things to Come Elsewhere?
By Apr 9, 2009
Economic Research
Mexico: Headline Inflation Surprised to the Downside but Core CPI Remained Sticky in January
By Feb 10, 2009
Economic Research
Will Aggressive Monetary and Fiscal Measures Prevent Stag-Deflation in 2009?
By Dec 12, 2008
Economic Research
The Deadly Dirty D-Words: “Deflation”, “Debt Deflation” and “Defaults.” And How Central Banks Will Have to Resort to "Crazy" Policies as We Have Reached Such Bermuda Triangle of a "Liquidity Trap"
By Nov 21, 2008
Economic Research
Have Firms in Latin America Reduced Their Exposure to FX Fluctuations?
By Nov 11, 2008
Economic Research
Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis
By Oct 27, 2008
Economic Research
Revisiting my February Paper “The Risk of a Systemic Financial Meltdown: The 12 Steps to Financial Disaster”… and Some New Policy Recommendations to Avoid the Meltdown
By Oct 8, 2008
Economic Research
The Fed Keeps on Wasting Time While the Mother of All Bank Runs is Underway
By Oct 6, 2008
Economic Research
The Coming Global Economic Slowdown and Rising Inflation: Is Stagflation-Lite in the Cards?
By Apr 29, 2008
Economic Research
Oil Supply; Agricultural Commodities; Inflation in Asia; Brazil COPOM Hike; Emerging Europe Inflation
By Apr 17, 2008
Economic Research
Can the Fed and Policy Makers Avoid a Systemic Financial Meltdown? Most Likely Not.
By Feb 8, 2008
EconoMonitors
Nouriel Roubini's Global EconoMonitor
Nouriel Roubini and Patrick Chovanec EconoMonitor Video - China: How Much Stress Can the System Take?
Feb 8, 2012
Ed Dolan's Econ Blog
Latest Economic Data Begin to Shift the Counterfactual in Favor of Democrats
Feb 6, 2012
Ed Dolan's Econ Blog
U.S. Inflation Indicators Come in Below Target as the Global Economy Begins to Slow
Jan 19, 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
Great Leap Forward
THE $29 TRILLION BAILOUT OF WALL STREET: Why Should Anyone Care About High Crimes and Misdemeanors?
Jan 11, 2012
Dan Alpert's Two Cents
Inflated Wishful Thinking - Why Reflation Isn't Going to Happen Any Time Soon
Jan 8, 2012
United States Channel
Looking Forward in the New Year: Crowding Out and Hyper-Inflation Watch
Jan 5, 2012
Dan Alpert's Two Cents
Pete Tchir is Troubled by a Hole in the ECB's Phantom Bailout Bucket (Long Term Refinancing Operations)
Dec 23, 2011
Finance & Markets Channel
On the ECB’s Long-Term Refinancing Operation and 2012 Macro Ideas for Investors
Dec 22, 2011
Ed Dolan's Econ Blog
Latest Price Data Show US on Brink of Deflation as World Economy Slows
Dec 16, 2011
Dan Alpert's Two Cents
In Flanders Fields of Dreams (or, €Zone Core c. 2012 = AIG c. 2008?)
Dec 13, 2011
Dan Alpert's Two Cents
On Sticky Wages and What Happens when Inflation is No Longer an Alternative
Dec 13, 2011
Great Leap Forward
BERNANKE’S OBFUSCATION ON THE 29 TRILLION DOLLAR BAILOUT: RESPONSE TO CRITICS
Dec 10, 2011
Great Leap Forward
BERNANKE’S OBFUSCATION CONTINUES: The Fed's $29 Trillion Bail-out of Wall Street
Dec 8, 2011
Finance & Markets Channel
Does Anybody Who Gets It Believe Central Banks Did All That Much Yesterday?
Dec 1, 2011
RGE Analysts
Central Banks' Actions: Important, But a Safety Net Rather Than Strong Medicine
Nov 30, 2011
Great Leap Forward
MORE SECRETS OF THE TEMPLE: Time to Demand Transparency and Accountability of Our Public Stewards
Nov 30, 2011
Dan Alpert's Two Cents
On Printing Euros and the Real German Fear (hint, it's not 1923)
Nov 17, 2011
Ed Dolan's Econ Blog
Easing Inflation Pressure Gives Fed Extra Room to Maneuver in Face of Euro Crisis
Nov 16, 2011
Dan Alpert's Two Cents
In a Sense, We are All Monetarists Now (Much to Bernanke's Chagrin)
Nov 3, 2011
RGE Analysts
Reliance on Commodity Exports and Elevated NZD Highlight Industry Headwinds
Oct 27, 2011
United States Channel
Understanding Federal Debt and Presidential Budgets, Fiscal Year Edition
Oct 20, 2011
Nouriel Roubini's Global EconoMonitor
Roubini, Zandi, Ellis and Sanchez on the State of the Global Economy - Latest EconoMonitor Videos
Oct 19, 2011
Finance & Markets Channel
A Year Later Everyone Is Catching on About Fed Policy and Net Interest Margins
Oct 18, 2011
Ed Dolan's Econ Blog
How Gordon Brown Saved Britain from the Euro and Why that Makes him a Hero
Oct 2, 2011
United States Channel
Actually, the Markets Did Drive Down Their Growth Forecasts Because of the Fed
Sep 23, 2011
Finance & Markets Channel
More Causal Confusion: The FOMC Decision and the Market Reaction
Sep 22, 2011
United States Channel
The Republicans’ Latest Ploy to Keep the Economy Lousy through Election Day
Sep 21, 2011
Dan Alpert's Two Cents
Dear Paul (Krugman) Letter: Inflation Would be Dandy - But Try to Make it Happen
Sep 21, 2011
Global Macro Channel
The Very Important and of Course Blacklisted BIS Paper About the Crisis
Sep 20, 2011
Daily Digest
News
Beating Germany Makes Poland Haven 20 Years After Relief: Riskless Return
Bloomberg Feb 08, 2012
News
Poland: Information from the meeting of the Monetary Policy Council held on 7-8 February 2012
National Bank of Poland Feb 08, 2012
Analysis
Central European Daily: CE markets still supported by global positive sentiment; NBP should stay on hold and it keeps its neutral bias
KBC Bank Feb 08, 2012
Analysis
CEE Fixed Income Daily: Polish Rates, Romanian Politics and the Hungarian Budget
Erste Bank (free registration required) Feb 08, 2012
News
Turkey Short Note: Doubt remains over CBT's revised estimate of 6.5% as well
Erste Bank (free registration required) Feb 08, 2012
News
Estonia’s Inflation Accelerated for First Time in Five Months on Tariffs
Bloomberg Feb 07, 2012
Research
The Financial Market Effects of the Federal Reserve's Large-Scale Asset Purchases
International Journal of Central Banking March 2011
News
South African Reserves Surge 5.3% After Government Sells $1.5 Billion Bond
Bloomberg Feb 07, 2012
Analysis
Central European Weekly: Poland - Third steepest rise in Poland’s PMI history; Czech - CNB left the rates unchanged and worsened its prognosis; Poland - NBP meeting in focus as inflation expectations drift upwards
KBC Research Feb 07, 2012
Analysis
Poland Macroscope on National Bank of Poland - NBP to retain wait and see
Erste Bank Research (free registration) Feb 07, 2012
Analysis
Romania: NBR Inflation Report, February 2012 (Summary)
National Bank of Romania Feb 07, 2012
Opinions
Serene but surprising: Malaysia’s central-bank governor knows her own mind
The Economist Feb 04, 2012
Analysis
Global liquidity and risk appetite: a re-interpretation of the recent crises
ECB Feb 07, 2012
News
Producer Price Survey - December 2011
National Statistics Office, Republic of the Philippines Feb 07, 2012
News
Inflation Rate and Consumer Price Index - January 2012
National Statistics Office, Republic of the Philippines Feb 07, 2012
News
UPDATE: Bank Of Mexico Minutes Show Division On Inflation Outlook
The Wall Street Journal Feb 06, 2012
News
Colombia Peso Falls Most in Week on Central Bank $20 Million Purchase Plan
Bloomberg Feb 06, 2012
Analysis
Central European Daily: CEE currencies extend rally on US payrolls; Czech industry posts solid growth; Poland - NBP in focus
KBC Research Feb 06, 2012
Analysis
Poland Monthly Forecast: February 2012
Erste Bank Research (free registration) Feb 06, 2012
Analysis
Special Report CEE : CEE Bond Market Outlook 2012
Erste Bank Research (free registration) Feb 06, 2012
News
Indonesia’s Economy Grows at Fastest Pace Since 1996 as Investment Climbs
Bloomberg Feb 06, 2012
Analysis
Lebanon: Economists warn higher wages will give way to sharp rise in inflation
The Daily Star Lebanon Feb 04, 2012
Analysis
Daily Breakfast Spread: Indonesia GDP, Exports, and Monetary Policy; Philippine Exports and Inflation"
DBS Group Research Feb 06, 2012
Research
The Euro area sovereign debt crisis: safe haven, credit rating agencies and the spread of the fever from Greece, Ireland and Portugal
ECB Feb 05, 2012
News
Monetary Board Approves Rationalization of Reserve Requirement Policy
Bangko Sentral ng Pilipinas Feb 03, 2012
Analysis
Daily Breakfast Spread - Hong Kong and Taiwan growth & inflation
DBS Group Research 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
Russia Signals Interest Rates Poised to Remain Stable as Inflation Abates
Bloomberg 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
Analysis
Egypt Monetary Policy Meeting Press Release, Feb 2, 2012
Central Bank of Egypt Feb 03, 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
Analysis
Kenya: CPI and Inflation Rates for January 2012
Kenya National Bureau of Statistics Jan 31, 2012
News
Press Release of the Board of the National Bank of Romania, February 2, 2012
National Bank of Romania Feb 02, 2012
Analysis
1st Situation Report on Economic and Monetary Developments, 2012
Czech National Bank Feb 02, 2012
News
Czech Republic: Financial Market Inflation Expectations- January 2012
Czech National Bank Feb 02, 2012
News
Czech Central Bank Keeps Main Interest Rate on Hold as Koruna Prevents Cut
Bloomberg Feb 02, 2012
Analysis
EMEA Weekly: NBP likely to maintain hawkish rhetoric; Russia’s CPI hits historical low; Strategy Update
Danske Markets Research Feb 02, 2012
News
East Africa: Monitoring Software May Help Stabilise Food Prices
Science and Development Network (SciDev Net) Feb 01, 2012
News
Uganda: Growing import bill a threat to current gains - central bank
Daily Monitor (Uganda) Feb 02, 2012
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