Refine
Latest articles in Global Macro

CN : China Galaxy A-Share Morning Comments

CGS-CIMB CGI
CGI Research @ CGS-CIMB 15 June 2021

IN : Strategy - The clear and present danger of stagflation

CPI and WPI inflation in May rose sharply. Mom increases in headline and core CPI and inflation expectation data do not bode well for inflation prints ahead. We raised our average CPI estimate to 5.9% from 4.9%, while cutting the GDP estimate to 7.7....
CGS-CIMB Jay
Jay Shankar @ CGS-CIMB 14 June 2021

Israel's fragile new government

A diverse coalition of eight parties, spanning the left versus right and two-state versus annexation policy spectrum, dethroned Benjamin Netanyahu and his Likud party, which had led the government since 2009, on 13 June. Long term, the rise of the in...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 June 2021
Israel's fragile new government
Israel's fragile new government

Slovenia: Current account surplus expands by 58.7% y/y to EUR 338.0mn in April

Services accounts records higher surplus, secondary account swings into surplus. CA surplus expands by 20.2% y/y in 12-month rolling terms, accounts for 7.3% of projected GDP. IMF expects CA surplus to expand to 6.9% of GDP in 2021 due to expected re...
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 14 June 2021

Israel: Current account surplus widens by 25.2% y/y in Q1

Improvement is due to services surplus spike, low base effect in income from portfolio investment abroad. Merchandise trade deficit starts deteriorating following contractions since Q2 2019. Financial account posts inflow due to spike in direct, port...
EmergingMarketWatch Research
Research Team @ EmergingMarketWatch 14 June 2021

G7 reiterates support for SDR allocation and seeks to boost its impact

The final communique from the G7 meeting, held in Cornwall, UK, over the weekend, is noteworthy in a number of regards. Of course, this is nothing new, and follows the G20's endorsement of such plans ahead of the IMF/WB Spring Meetings in April. What...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 14 June 2021
G7 reiterates support for SDR allocation and seeks to boost its impact
G7 reiterates support for SDR allocation and seeks to boost its impact