Is Japan under risk of recession?
Sep 30, 2015 06:59 am UTC| Commentary
Once again industrial production in Japan disappointed in August. Production fell by 0.5% mom. Analysts had expected a rise of 1%. Similarly, last night, the countrys retail sales remained below expectations .However, weak...
South African exports improved, not a good news really..
Sep 30, 2015 06:58 am UTC| Commentary
South African current account deficit has fallen notably recently. Trade balances have the potential to create some interest. That is certainly the case in South Africa today. This has to be seen against the background of...
Risk of euro area's inflation data disappointing
Sep 30, 2015 06:52 am UTC| Commentary
Most recently there had been increasing debates about a possible extension of the ECBs QE programme. Todays data would be quite suitable for fuelling a debate of this nature, as the rate of inflation is likely to have...
Turkey central bank’s free FX reserves likely dwindling
Sep 30, 2015 06:51 am UTC| Commentary
Turkeys lira recovered marginally yesterday as EM FX enjoyed a pause from selling pressure, although the currency underperformed key peers such as ZAR on the day. The CBTs latest projections depict a slowing economy during...
Sep 30, 2015 06:47 am UTC| Commentary
The IMF released its Global Financial Stability Report yesterday, in which it confirmed what was suspected from long. Emerging market corporates since 2008 massively increased their leverage at better terms (lower rates...
Exports continue to drive Brazil's growth rate
Sep 30, 2015 06:37 am UTC| Commentary
The economic and political situation in Brazil has deteriorated since last June. The economy has entered into recession with a sharp contraction in GDP of 1.9% q/q in Q2 and a downward revision of the Q1 GDP figure. The...

BCB indicates end to its hiking cycle
Sep 30, 2015 06:13 am UTC| Commentary
After hiking the Selic target rate by 325 bp to 14.25%, the Brazilian central bank (BCB) has signalled an end to its hiking cycle."We expect rates to be kept on hold this year and the BCB to start cutting rates towards...