Economic Analysis - GDP Roundup: Picking Up After 2017 Slowdown - MAR 2018
Global Macro Monitor January 2018 / Middle East / Economy
Real GDP growth will pick up in the MENA region in 2018, with recovering oil prices and stabilising output in oil-exporting economies, while the positive impact of structural reforms boosts growth...
Economic Analysis - GDP Roundup: Growth Picking Up Across The Region - MAR 2018
Global Macro Monitor January 2018 / Latin America / Economy
Latin America's major economies will see accelerating growth over the coming quarters, led by rebounding private consumption and strengthening exports.
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 - 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...
Economic Analysis - Shift To Pragmatism Will Support Faster Regional Growth - JAN 2017
Global Macro Monitor November 2016 / Latin America / Economy
Changing political landscapes and bottoming commodity prices will see the economic growth recover from its lowest rate since the global recession, gradually converging with emerging markets. Increa...