Mexico’s industrial sector likely to slow in Q1 2016
Feb 12, 2016 06:45 am UTC| Commentary
December Industrial production in Mexico dropped 0.1% m/m in seasonally adjusted terms, mainly because of strong contraction in mining, along with the third continuous drop in construction. IPs print was partially...
Feb 11, 2016 13:23 pm UTC| Insights & Views
MXN should decouple from the rest of the region from Q1 assuming growth is strong enough to allow Banxico to tighten credibly alongside the Fed. ARS will almost certainly be devalued under the incoming Macri...
Moody's: Rouble depreciation will pressure Russian banks' capital and loan quality
Feb 11, 2016 07:43 am UTC| Research & Analysis
The rouble depreciation, which accelerated in January 2016, will exacerbate the challenges Russian banks are already shouldering from the economic recession, says Moodys Investors Service in a report published today. We...
Upside risks for additional tightening from BCB
Feb 10, 2016 15:57 pm UTC| Commentary Central Banks
Brazil inflation is highly unlikely to converge on BCB target in 2017 unless we see sharp BRL appreciation, which appears highly unlikely. January inflation data came in at 10.71% y/y as against Decembers 10.67% y/y, above...
Sustained Peso appreciation unlikely in near term
Feb 10, 2016 12:22 pm UTC| Commentary
Mexicos January CPI came in at 2.61% y/y, higher than markets expectation of 2.52%. However, the peso failed to make the most out of this data as the economy continues to remain under disinflation and the markets dont...
India’s GDP grew 7.6% in 2015: is it for real?
Feb 10, 2016 09:58 am UTC| Commentary
According to latest figure released this week, Indias economy officially took over China, in terms of growth rate. Indias economy is now the fastest growing in the world. In three months to December, GDP grew by 7.5%,...
Brazil’s inflation unlikely to reach central bank’s target range in 2017
Feb 10, 2016 09:13 am UTC| Commentary Economy
Brazils inflation data for January has created significant uncertainty regarding the medium-term inflation trajectory. Under several assumptions, using a structural inflation model, there is a possibility of grim inflation...
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Why Germany ditched nuclear before coal – and why it won’t go back
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