149 publicaciones disponibles
10 de octubre de 2019
US repo rate surge
Tensions in short-term funding markets in September suggest a fundamental scarcity of reserves.
8 de octubre de 2019
Five reasons to consider China as a standalone asset allocation
The accelerating integration of China into the world’s financial market will have a profound impact on how global investors allocate capital.
20 de septiembre de 2019
Global effects of China’s balance of payments shift
A by-region assessment of the implications of China’s structural shift
18 de septiembre de 2019
Central and Eastern Europe defying gravity?
Central and Eastern Europe (CEE) economies have proved resilient so far. They remain nevertheless sensitive to the slowdown in world trade, given their high degree of openness.
17 de septiembre de 2019
Bank of Japan wary of deeper negative interest rates
The Bank of Japan (BoJ) will hold its monetary policy meeting on 19 September. Amid rising expectations for rate cuts by the US Federal Reserve and European Central Bank, we do not expect the BoJ to ...
10 de septiembre de 2019
China: source of tectonic shifts in global finance
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.
5 de septiembre de 2019
Italy: New cards on an old table
Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...
3 de septiembre de 2019
China – farewell to the large current account surplus
The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.
13 de agosto de 2019
Easing cycle underway
Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.