Mexican peso following global backdrop
Jun 25, 2015 07:09 am UTC| Commentary
The Mexican peso continues trading with a weak tone but in line with the global backdrop.EM FX continues to watch closely the result of negotiations in Greece with this event preventing a rally in the MXN over the past two...
Fed liftoff not likely to cause another tantrum
Jun 25, 2015 06:53 am UTC| Commentary
Backed by our confidence in the US outlook, the Fed is expected to begin hiking its policy rate if not in September then in December.The risk to the Feds rate hike evolving around the questions of low term premium, the...
Inflation to remain below targets
Jun 25, 2015 06:44 am UTC| Commentary
It must be highlighted that observing inflection points is not to expect rapidly emerging inflation pressures, Barclays forecasts inflation to remain below official targets in Japan, Europe and the US throughout 2016, with...
Inflation in core markets passed inflection points
Jun 25, 2015 06:34 am UTC| Commentary
The signs in recent months that inflation trends in core economies have passed inflection points are signals for recovering growth .Inflation in the euro area has surprised on the upside, reducing the fear that the economy...
Oil and USD stabilized, but related economic adjustments are ongoing
Jun 25, 2015 06:21 am UTC| Commentary
For many of the EM oil importers, structural headwinds likely played a role (including the need to reduce oil subsidies), while in the US it may have been related to the extreme weather and the other adverse effects that...
China’s economic outlook is less certain, but on balance
Jun 25, 2015 06:07 am UTC| Commentary
Chinas economic performance in Q1 was disappointing, and ongoing concerns around property markets, corporate and local government leverage, and overcapacities in various industries imply elevated uncertainty around...
Global rates finding new equilibrium
Jun 25, 2015 06:01 am UTC| Commentary
After rallying relentlessly over the past year, bond yields rose sharply in Q2, led by Bunds. 10y German yields sold off about 5bp, to 1%, in a span of two months, pushing yields higher across other developed bond markets....
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
Labour can afford to be far more ambitious with its economic policies – voters are on board
Sudan: civil war stretches into a second year with no end in sight