
EU president to make first assessment of Progress of agenda today
Sep 09, 2015 05:23 am UTC| Commentary
At his State of the Union speech before the EU parliament, EU Commission President Juncker is expected to make a first assessment of the progress of the agenda he set last year . Juncker will no doubt gloat over the quick...

Fed strategy shifted from “risk manager” to “data dependent”
Sep 09, 2015 05:05 am UTC| Commentary
At the end of the 2008-9 crisis, the US was expected to go into a rehab recovery-a slow, fragile recovery as the banking, housing and household sectors healed. Fiscal brinkmanship and austerity added to the headwinds in...
Brazil's export gains could help investment bottom out, not recover
Sep 09, 2015 04:36 am UTC| Commentary
On balance, therefore, Brazils recent export gains are not expected to be strong enough to initiate a strong investment cycle that could pull growth back up towards potential any time soon. Moreover, there are several...
Several factors set to offset Brazil's gain from exports
Sep 09, 2015 04:33 am UTC| Commentary
Several factors are seen as being likely to negate the effect of Brazils stronger-looking exports on investment demand at this stage of the cycle. Currency-led gains cant negate the effect of lower global demand. Given the...
Brazil exports gain could lead to improvement in investment outlook
Sep 09, 2015 04:27 am UTC| Commentary
While Brazil remains a closed economy in some senses - not least because of the low exports to GDP ratio - the correlation between exports and the investment cycle has improved quite substantially over the past...
Korean spending will slow significantly
Sep 09, 2015 04:26 am UTC| Commentary
Koreas spending growth is planned to slow rather significantly from 8.1% in 2015 to 0.5% in 2016. On the breakdown of fiscal spending, we focus on the contraction of the infrastructure budget in 2016 after a jump in the...
Korea's fiscal balance will return to surplus
Sep 09, 2015 04:25 am UTC| Commentary
The Korean government announced its 2016 budget proposal on 8 September, which contains fiscal tightening as we had anticipated. Finance Minister Chois recent comment that the 2016 budget would be expansionary has turned...