Economic Analysis - Key Themes For 2018: Backlashes And Disputes To Test Solid Macro Backdrop - FEB 2018
Global Macro Monitor December 2017 / Global / Economy
Key global themes that BMI expects to play out in 2018 include a divergence between developed and emerging market economic growth, US-led conflict over trade and potentially with North Korea, and a...
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 - What Our Clients Want To Know: NAFTA Q&A - FEB 2018
Global Macro Monitor December 2017 / North America / Economy
On November 15, BMI hosted a webinar on scenarios for the future of the North American Free Trade Agreement (NAFTA), a recording of which is available on demand on our online service. Here is a...
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...
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 - 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 - Asia: Key Themes For 2017 - FEB 2017
Global Macro Monitor December 2016 / Asia / Economy
Below are the most important trends we expect to play out for the Asia Pacific region over the course of 2017, many of which will have a significant bearing on economic and political risks in...
Political Risk Analysis - Trump Triumphs: Major Policy Shift Ahead - JAN 2017
Global Macro Monitor November 2016 / United States / Economy
Republican candidate Donald Trump has won the US presidency, winning more than the 270 electoral votes required to win the White House, defeating Democrat Hillary Clinton. Furthermore, the Republic...
Economic Analysis - Tokyo Unlikely To Expand Influence In Africa - APR 2014
Global Macro Monitor February 2014 / Africa / Economy
Japanese Prime Minister Shinzo Abe's three country tour of Africa indicates that Tokyo is seeking to expand its political and economic links to the continent. While Japanese firms are influential in certain sectors of the African economy - notably automotives - we doubt that Prime Minister Abe will succeed in establishing his country as a major player in the region. Japanese demand for natural...
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