Latin America Chart Pack Times a-changin’ in Argentina? The surprise outcome of the presidential election in Argentina has raised the prospect of a shift towards more market-friendly policymaking, following 12 years of populism under successive Kirchner... 28th October 2015 · 1 min read
Africa Chart Pack Cote d’Ivoire & Tanzania: Peaceful elections a welcome sign Peaceful elections held earlier this month in Cote d’Ivoire and Tanzania were welcome signs of improving institutions in both countries. While final results haven’t been announced yet, the fact that... 27th October 2015 · 1 min read
Europe Economics Update Portugal’s austerity backlash seems set to continue Political wrangling in Portugal since its election has again highlighted the difficulty of imposing endless austerity on a weak economy. The fragile new Government will struggle to meet the European... 26th October 2015 · 1 min read
Latin America Economics Update Argentina: Scioli scrapes victory, but ‘Macrinomics’ now possible A much narrower-than-expected victory for Daniel Scioli in Argentina’s general election means that outgoing president Cristina Kirchner’s chosen successor will face a tricky second-round run-off on... 26th October 2015 · 1 min read
Asia Economics Update Malaysia’s budget signals continued fiscal discipline The Malaysian government remains committed to keeping the budget deficit in check, despite the fall in oil prices which has hit fiscal revenues hard. This has left the government with little scope to... 26th October 2015 · 1 min read
Emerging Europe Economics Update Law & Justice victory dampens Poland’s medium-term outlook Exit polls suggest that the opposition Law and Justice won a convincing victory in yesterday’s Polish parliamentary election, which is likely to cement concerns about a shift towards more populist... 26th October 2015 · 1 min read
US Economics Weekly Debt ceiling still likely to be raised before deadline The Treasury’s November 3rd deadline for raising the debt ceiling is getting closer without any sign that Congress is close to a deal to raise the limit. Yields on Treasury bills scheduled to mature... 23rd October 2015 · 1 min read
Europe Economics Weekly ECB QE expansion now more likely than ever ECB President Mario Draghi surprised many with his very dovish comments at the press conference that followed last week’s ECB Governing Council meeting. But he remained coy about what tools the Bank... 23rd October 2015 · 1 min read
UK Economics Weekly Both pros and cons of leaving EU often overstated Although he said that it would be “a bit of a yawner”, Bank of England Governor Mark Carney’s speech on the UK’s membership of the EU contained something for both the pro- and anti-Europe camps to... 23rd October 2015 · 1 min read
Frontier Markets Wrap Upcoming elections key to outlook for several FMs Four frontier markets are due to hold national elections in the coming month. The most high-profile election is in Argentina where Daniel Scioli, the candidate of the ruling left-wing coalition... 22nd October 2015 · 1 min read
Europe Economics Update ECB all but promises more support in December While the European Central Bank left monetary policy unchanged today, President Draghi gave even stronger-than-anticipated signals that the QE programme will be expanded in December. 22nd October 2015 · 1 min read
UK Data Response Retail Sales (Sep.) Following a feeble performance in previous months, the renewed vigour in the pace of UK retail spending in September might help to stop overall GDP growth slowing too much in Q3. 22nd October 2015 · 1 min read
China Economics Focus What should we expect from China’s new Five-Year Plan? China’s leadership is likely to use its forthcoming Five-Year Plan to signal that it is not wavering on the need for structural reform. In fact, progress over the first three years of President Xi's... 22nd October 2015 · 1 min read
India Chart Pack BJP facing tough battle in Bihar Prime Minister Modi and the BJP face an uphill battle in their attempts to win the ongoing election in the state of Bihar. From an economic perspective, the Bihar vote is important for two key reasons... 21st October 2015 · 1 min read
Canada Economics Update Liberal fiscal plan may lift growth modestly The Liberal party’s surprise majority Federal election victory has been shrugged off by financial markets, which is a good thing considering the already uncertain economic outlook. The Liberals pledge... 20th October 2015 · 1 min read
Europe Economics Update Swiss election doesn’t change gloomy economic outlook The shift to the right in yesterday’s Swiss election will mean continued resistance to immigration and perhaps more business-friendly policies. But exchange rate developments are more important for... 19th October 2015 · 1 min read
