Path of Russia’s economic contraction continues to slow
Mar 21, 2016 11:21 am UTC| Commentary
Preliminary data indicated that Russias GDP growth contracted 3.7% y/y in 2015, as compared with 0.6% y/y growth in 2014. The economic contraction path continues to decelerate. In January 2016, the economic growth...
FED Hike Aftermath Series: Hike expectations advance from November to September
Mar 21, 2016 10:47 am UTC| Commentary Central Banks
With every improvement in investors sentiment and advance in equity markets, rate hike expectations are growing stronger. After last rate hike in December by FED of 25 basis points, market expectations have moved a lot...
Contraction in Russia’s retail sales likely slowed in February
Mar 21, 2016 10:39 am UTC| Commentary
Consumer activity in Russia has focused on the back of ongoing deleveraging of private sector balances and poor nominal wage growth since the beginning of 2016. Wide-spread volatility of ruble in January-February has...
Global reflation series: TIPS in demand
Mar 21, 2016 10:15 am UTC| Commentary Economy Central Banks
Yet another sign that some investors have started pricing reflation. We think FED is likely to reach its inflation target and this time around a bit more. Last week, 10 year treasury inflation protected securities returned...

Construction and exports likely to drive Finland’s economic growth in 2016
Mar 21, 2016 09:47 am UTC| Commentary
Finlands GDP in 2016 is expected to expand 0.7%, mainly driven by construction and exports. Slow rebound in purchasing power and austere fiscal policy has weakened domestic demand. The economic growth has been revised...
Fund flow stats show strengthening of risk-on sentiment
Mar 21, 2016 09:47 am UTC| Commentary
Increase appeal and demand of Exchange traded funds and their over takings of mutual funds, in terms of assets under management, make them excellent gauge of investor sentiment. Change in fund flows into these assets can...
Renminbi series: Zhou warns on corporate debt
Mar 21, 2016 09:45 am UTC| Commentary
Peoples Bank of China (PBoC) Governor, Zhou Xiaochuan, in a speech over the weekend has warned against Chinas high level of corporate debt. According to Mr. Zhou, Chinas high levels of corporate debt are too high and pose...