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Global Debt
Global Debt: Quarterly Macro Update

Our Global Debt Team offers its quarterly update on worldwide macroeconomic conditions.

Bw em weakness may bring a slowdown in global growth 620x349
April 16, 2019
Global Debt
Optimism Gives Way to Reality in South Africa

Euphoria following President Ramphosa’s 2018 election has faded as economic reality sets in.

Bw optimism gives way to reality in south africa 620x349
By
Meral Karasulu
| April 04, 2019
Global Debt
The Hunt for Extra Yield: Bonds or Derivatives?

Derivatives, not bonds, may sometimes be the better investment choice in the hunt for extra yield.

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By
Wim Vandenhoeck
| March 14, 2019
Global Debt
Elections in India: What Is at Stake?

India needs fiscal consolidation and reforms, but political momentum for them may be waning.

Bw elections in india whats at stake 620x349
By
Meral Karasulu
| March 07, 2019
Global Debt
How to Solve Pemex? López Obrador Tries.

Mexico’s fiscal picture and policies take shape under new President López Obrador.

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By
Claudia Castro
| February 26, 2019
Global Debt
When It Comes to Growth, In China We Trust

China is slowing, but we expect the government will act as needed to stabilize growth.

Bw in china we trust 620x349
By
Meral Karasulu
| February 06, 2019
Global Debt
Manuel López Obrador: Fiscally Conservative Leftist?

We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.

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By
Wim Vandenhoeck
&
Franco Ditri
| January 30, 2019
Global Debt
Should We Worry About the U.S. Housing Slowdown?

The U.S. housing sector is likely to remain soft this year after peaking in early 2018.

Bw should we worry about the us housing slowdown 620x349
By
Turgut Kisinbay
| January 14, 2019
Global Debt
Short-Term Volatility, Potential Opportunities in India

India’s economic outlook is improving, though the potential for near-term volatility remains.

Bw shortterm volatility potential opportunities in india 620x349
By
Wim Vandenhoeck
| December 17, 2018
Global Debt
Growth, Inflation, Rates: What We See Ahead for Japan

We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.

Bw growth inflation rates what we see ahead for japan 620x349
By
Turgut Kisinbay
| December 07, 2018
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