Economic Analysis - NAFTA Update: Deadlock To Result In Few Treaty Changes - DEC 2017
Global Macro Monitor October 2017 / United States / Economy
An abbreviated timetable, slow progress, and entrenched negotiation positions on key issues such as dispute resolution mechanisms make it increasingly likely that the North American Free Trade...
Political Risk Analysis - Regional Tensions To Remain Elevated Following H-Bomb Test - NOV 2017
Global Macro Monitor September 2017 / North Korea / Political Risk
North Korea's hydrogen bomb test on September 3 has raised tensions across the Korean Peninsula and is in clear defiance of US President Donald Trump's warnings as well as international condemnatio...
Political Risk Analysis - Constituent Assembly Makes Regime Change More Likely - OCT 2017
Global Macro Monitor August 2017 / Venezuela / Political Risk
Venezuela's widely condemned constituent assembly will likely lead to escalating violence, heightened divisions within the ruling elite and more US sanctions against senior officials. Together...
Economic Analysis - Emerging Markets Key Themes Chartpack - JULY 2017
Global Macro Monitor May 2017 / Global / Economy
The outlook for emerging markets (EM) is highly mixed, with emerging Asian economies generally set to outperform while commodity exporters underperform. Many EMs are in the early acceleration phase...
Economic Analysis - Emiratisation Back To The Forefront? - JULY 2017
Global Macro Monitor May 2017 / Middle East / Economy
Risks of the UAE implementing more stringent employment nationalisation policies in 2017, in line with a broader trend seen across the Gulf in recent months, are rising. Relative to other GCC...
Economic Analysis - Emerging Markets Key Themes Q&A - JUNE 2017
Global Macro Monitor April 2017 / Global / Economy
BMI Research recently held a webinar in which we presented our Emerging Markets Key Themes (see 'Emerging Markets Key Themes Chartpack', February 9). Here, we outline our answers to some of the topical questions that came up in the Q&A session.
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Economic Analysis - Demographics: Time Bomb Or Dividend? - MAY 2017
Global Macro Monitor March 2017 / Middle East / Economy
Governments across the Middle East and North Africa will face a massive demographic challenge as a large, rapidly growing young population enter the workforce over the coming decade and beyond. Fai...
Economic Analysis - Fiscal Prudence To Catalyse Deficit Narrowing - APR 2017
Global Macro Monitor February 2017 / Latin America / Economy
Prudent fiscal policy will support narrowing fiscal deficits across much of Latin America in 2017, boosting sovereign credentials and improving investor sentiment in an environment of structurally...
Economic Analysis - Key Themes For The Middle East And North Africa In 2017 - FEB 2017
Global Macro Monitor December 2016 / Middle East / Economy
The Middle East and North African economies will see a broad uptick in aggregate growth in 2017 compared to 2016. For the most part this will be driven by low base effects, an uptick in oil prices...
Economic Analysis - Key Themes For 2017 - FEB 2017
Global Macro Monitor December 2016 / Europe / Economy
In 2017 we expect political risk to remain a key theme in Europe. A further entrenchment of anti-establishment and eurosceptic political forces will contribute to a slower pace of fiscal austerity...