Emerging Markets Equities: How Low Will They Go?
Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be…
NAFTA 2.0: A Rewrite That Doesn’t Ease Tensions
The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it…
Mexico’s Energy Reform: Some Clues On Obrador
When soon-to-be former President Enrique Peña Nieto announced his government’s energy reform before Mexico’s congress in December 2013 he proclaimed,…
Auto Tariffs And Potential Havoc On The Global Economy
From steel to engines to whole cars, tariffs are shifting the playing field for automakers. Our credit analysis suggests there…
Renminbi In Crosshairs Amid Trade War Rhetoric
The trade war between Washington and Beijing has tipped China’s currency onto a path of destabilization. If hostilities escalate, China…
Trump’s Trade ‘Spats’ Risking A Global Currency War
Donald Trump’s multi-front trade disputes are gradually turning into something that could be even more damaging to the global economy:…
Global Economy Facing Three Key Risks
We expect robust global growth of 4 percent this year, the strongest in five years, as economic fundamentals have remained…
Emerging Markets, The G7 And Future Prosperity
Significant Potential Between “G7” And “E7” Markets For the first time in years, we are experiencing a global economic expansion…
Key Risks For Mexico As NAFTA Negotiations Continue
Uncertainty about the future of the North American Free Trade Agreement (NAFTA) continues to cloud the outlook for Mexico, the…
Emerging Markets: Supply Chains & Global Trade
Emerging markets are primed for global trade. With steadily growing populations, middle-class communities in multiple countries on the rise and…
Emerging Market Growth Surprising To The Upside
Emerging market GDP figures have surprised to the upside this year, and this, in turn, means good news for emerging…
NAFTA: Then And Now
The North American Free Trade Agreement (NAFTA) will be on the table this week as United States President Donald Trump…
