Economic Analysis - Emerging Markets In 2018: Four Key Themes For Growth - MAR 2018
Global Macro Monitor January 2018 / Global / Economy
We highlight four key themes for economic growth in Emerging Markets in 2018. Emerging Europe will see a slowdown, emerging Asia will outperform but growth will vary across the region, structural...
Economic Analysis - Emerging Markets Key Themes Chartpack - JAN 2018
Global Macro Monitor November 2017 / Global / Economy
The trend for disinflation and loose monetary policy in emerging markets is coming to a close amid rising commodity prices, strengthening domestic demand, and in some cases, weakening currencies. M...
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 - Debt Issuance To Continue Apace - DEC 2017
Global Macro Monitor October 2017 / Middle East / Economy
Lower-for-longer oil prices and slow progress on paring expenditures will keep fiscal deficits wide across the GCC in the years ahead compared with historical levels. Borrowing will continue apace...
Sovereign Debt Analysis - Demographics Biggest Risk To EU Debt Sustainability - SEPT 2017
Global Macro Monitor July 2017 / Europe / Economy
Despite generally low public debt ratios across emerging EU states, demographic decline will pose major long-term challenges to growth and fiscal trajectories. Highly indebted peripheral eurozone...
Economic Analysis - Mid-Year Update: Key Global Themes For 2017 - AUG 2017
Global Macro Monitor June 2017 / Global / Economy
In December 2016, we identified seven key themes for the global economy in 2016 (see 'Key Themes For 2017: Populism, Nationalism And Reflation', December 9, 2016). In this article, we recap these...
Economic Analysis - Mid-Year Update: Europe Key Themes For 2017 - AUG 2017
Global Macro Monitor June 2017 / Europe / Economy
It has been a mixed bag for the 2017 key themes highlighted by BMI's Europe Country Risk team at the start of the year; some have played out as expected, some have not, and some are still too early...
Economic Analysis - Mid-Year Update: Key Themes For 2017 - AUG 2017
Global Macro Monitor June 2017 / Middle East / Economy
In December 2016, we identified five key themes for the Middle East and North Africa in 2017 (see 'Key Themes For The Middle East And North Africa 2017', 7 December 2016). In this article, we...
Economic Analysis - BMI vs Consensus: Below Consensus On Egypt And Saudi Arabia - JULY 2017
Global Macro Monitor May 2017 / Middle East / Economy
This month in BMI Vs Consensus, we take a look at our below-consensus views on real GDP growth in both Egypt and Saudi.
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...