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 - 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 - 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 - BMI Vs Consensus: Eurozone Exuberance Going Too Far - FEB 2018
Global Macro Monitor December 2017 / Europe / Economy
Our forecast for 1.8% real GDP growth in the eurozone in 2018 is now below Bloomberg consensus, which has moved up to 1.9% since last month.
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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 - 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 - 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 - Rakhine Issue Poses New Risks To Regional Security - DEC 2017
Global Macro Monitor October 2017 / Asia / Political Risk
The violence in Myanmar's northern Rakhine state has broader security implications for the region and poses risks to ASEAN unity, as various nations within the bloc adopt different stances towards...
Political Risk Analysis - Kenyatta Victory In Rescheduled Vote Is Most Likely Scenario - NOV 2017
Global Macro Monitor September 2017 / Kenya / Political Risk
Uhuru Kenyatta remains the most likely winner of Kenya's rescheduled presidential elections due to take place on October 17, which underpins our expectation of gradual fiscal consolidation in the...
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...