Economic Analysis - Key Themes For Europe In 2018 - FEB 2018
Global Macro Monitor December 2017 / Europe / Economy
Following a stellar year for economic growth across Europe in 2017, broadly speaking we expect to see a moderation in 2018. This will come at a pivotal time for the European Union as it seeks to...
Economic Analysis - Key Themes For Latin America In 2018 - FEB 2018
Global Macro Monitor December 2017 / Latin America / Economy
Latin America will see stronger economic growth in 2018. Stabilising labour markets and moderating inflation will support consumption, while lower interest rates and a broad shift toward more...
Economic Analysis - Few Signs Of Overheating, But Risks Rising - DEC 2017
Global Macro Monitor October 2017 / Europe / Economy
Despite above-trend economic growth, tight labour markets and ongoing loose monetary policy, overheating risks remain broadly contained in emerging Europe. While inflation and wages are rising quickly across the region, generally speaking external imbalances are not emerging, while private and public debt levels remain modest. That said, idiosyncratic risks are apparent in individual markets...
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Economic Analysis - Mid-Year Update: Key Themes For 2017 - AUG 2017
Global Macro Monitor June 2017 / Latin America / Economy
In December 2016, we identified five key themes for Latin America in 2017. Halfway through the year, we maintain a strong conviction that the majority of these themes will play out. In this article...
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 - Political Uncertainty Lowers Growth Outlook - JUNE 2017
Global Macro Monitor April 2017 / Latin America / Economy
Latin America's economic growth recovery will be more modest than we previously anticipated. Substantial political uncertainty across much of the region, together with relatively limited commodity...
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 - EM Reform Tracker: Egypt & Brazil Making Gains While India, Korea Face Hurdles - MAR 2017
Global Macro Monitor January 2017 / Global / Economy
BMI View: The reform outlook has improved significantly for Egypt following a deal with the IMF and in Brazil, following an approval by the Senate to implement a spending cap. Elsewhere, reform...
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 - Latin America: Key Themes For 2017 - FEB 2017
Global Macro Monitor December 2016 / Latin America / Economy
Latin American economies will benefit in 2017 from a move toward orthodox macroeconomic policies, decelerating inflation, rising commodity prices and attractive valuations. Despite the potential...