US durable goods orders likely dropped in February

Mar 22, 2016 12:38 pm UTC| Commentary

US durable goods orders are expected to have declined 0.7% in February, reversing the increases in past 10 months. The fall in orders are expected to have been mainly due to a drop in jetliner bookings, which likely fell...

Mexico’s retail sales likely grew in January

Mar 22, 2016 12:36 pm UTC| Commentary

In 2015, Mexicos retail sales expanded strongly due to the low base effect from 2014 and sharp low inflation. This pace is largely in line with private consumption growth of 3-4%. Retail sales growth had moderated...

US Election Series: Trump effects likely to reverberate even if he doesn’t win

Mar 22, 2016 11:59 am UTC| Commentary Politics

Trump effects or the legacy of controversies he will leave behind, even if he doesnt win likely to reverberate through US economy and Geo-politics for years. Throughout his campaigns so far, he portrayed himself as a...

Currency War Series

Growth and policy divergences among EM-DM drive divergent moves in currencies

Mar 22, 2016 11:51 am UTC| Commentary

The Emerging Market (EM) has been underperforming the Developed Market since the EMU debt crisis and persistent divergence between the business cycles in both the regions has been a central feature of this economic...

Emerging Market Crisis Series

Brazil inflation likely decelerated to single digit in March

Mar 22, 2016 11:47 am UTC| Commentary

Brazils inflation numbers for February indicate an end to acceleration. With the strong base effect, the nations inflation is likely to decelerate to single digit in March. We expect the annual rate to ease to 9.97% yoy...

UK inflation remains unchanged at 0.3% in February

Mar 22, 2016 11:25 am UTC| Commentary

UKs February inflation remained at Januarys print of 0.3% y/y, as compared with the expectations of an acceleration to 0.4%. The core rate, excluding tobacco, alcohol, food and energy, and RPI inflation also remained the...

Indian economy likely to expand over 7% in coming years

Mar 22, 2016 11:05 am UTC| Commentary

Amongst emerging markets, India is one of the few bright spots. Even though the economic growth has decelerated slightly in recent times, it is still strong at around 7%. India is gaining from lower oil price, while...