Mexico's trade deficit continues to rise on falling dollar exports

Oct 26, 2015 20:45 pm UTC| Commentary

The trade balance year-to-date through August has worsened to -USD9.1b from -USD2.5b during the same period last year. The worsening trade balance primarily has to do with the fall in dollar exports growth while imports...

UK GDP growth slowing in Q3

Oct 26, 2015 20:30 pm UTC| Commentary

The first estimate of Q3 growth will be the usual output estimate. The news from the high frequency data is that industrial production will make a very modest positive contribution to growth but that construction will be a...

Euro Area money supply growth to increase to 5.0% yoy after August dip

Oct 26, 2015 20:22 pm UTC| Commentary

M3 money supply growth slowed from 5.3% yoy in July to 4.8% yoy in August. For September, the broad aggregate is expected to increase by 5.0% yoy (a 5.0% three month average increase). The yoy increase will be above the...

Poland's new government set to stimulate polish GDP growth

Oct 26, 2015 17:24 pm UTC| Commentary

Polands social-conservative opposition party Law Justice (PiS) won general elections. A shift in economic policy is expected after parliamentary election. However, A radical decision of the PiS is not expected. The new...

US existing home sales dip more than expected in September

Oct 26, 2015 17:16 pm UTC| Commentary

U.S. home sales took an 11.5% dive in September to 468,000 units annualized, the largest decline since July 2013 and the lowest level since November 2014. And, there were fewer sales in all regions of the country,...

Outperformance of EM equities set to continue

Oct 26, 2015 17:09 pm UTC| Commentary

There was a mixed performance for EM equity markets on Monday, but the bigger picture is that the MSCI Emerging Markets Index has rallied 12% in dollar-terms since late August. As a result, EM stocks have outperformed the...

BoJ’s printing press may soon run even faster

Oct 26, 2015 17:00 pm UTC| Commentary Central Banks

Economists expect the Bank of Japans decision at its meeting on Friday to be a close call. At the end of the day the central bank will probably decide to ease monetary policy further. It is expected that the BoJ wants to...