US economy is showing signs of improving momentum, led by consumer and housing activity
Sep 30, 2015 21:11 pm UTC| Commentary Economy
The US economy is showing signs of improving momentum, led by consumer and housing activity. Solid job growth, rising income gains, low gas prices and pent-up demand should sustain the pickup in household spending into...
Brazil’s external debt is not among the worst in the EM world
Sep 30, 2015 20:53 pm UTC| Commentary Economy
Brazils external debt (ED) to GDP ratio - which declined to nearly 17% of GDP in 2008 and still stood at a moderate 25.2% at the end of 2013 - rose to 41% of GDP in Q3 15. While the increase in 2014 was driven by a rise in...
Brazil economy cannot expect policy led support to grow
Sep 30, 2015 03:47 am UTC| Commentary Economy
Structural reform can help Brazil in the longer run, but the possibility of medium-term recovery depends on the potential improvement in the external demand scenario. Following recent inflation releases, 2015 inflation...
The dichotomy between falling exports and recovering domestic demand in South Korea
Sep 30, 2015 01:44 am UTC| Commentary Economy
The trade and production data are due tomorrow. It has been reported that exports contracted 7.0% (YoY) in the first 20 days of Sep15, a smaller decline compared to -12.1% in the same period of Aug15. But the full-month...
Japan needs expansion of nominal GDP through reflationary policies
Sep 29, 2015 04:40 am UTC| Commentary Economy
The original goal of Abenomics was to expand nominal GDP through reflationary policies, as it perceived shrinking nominal GDP to be the largest problem facing the Japanese economy. This policy is leading Japan in the right...
Mexico's labor market stabilizing on better labor conditions
Sep 28, 2015 16:27 pm UTC| Commentary Economy
Mexicos unemployment rate remained flat in August with respect to the one observed in July. This was mainly driven by an unexpected increase in the participation rate of almost 80bp in seasonally adjusted data reaching...
India's macro backdrop improved; GDP growth on right path
Sep 28, 2015 07:27 am UTC| Commentary Economy
Most macro indicators in Indian economy have been improving since early 2014. However, a recovery in private capex is asbent, partly reflecting large and persisting idle industrial capacity. Accordingly, euphoric...