Trade Views Trade Views: U.S. Oil Missing Out On China’s Demand The latest monthly report on Chinese trade data contained yet another reminder of the serious impact that the U.S.-China trade… 03.01.2019 Owain Johnson
Trade Views How Tech Supply Chains Can Survive Trade Policy Changes “Business as usual” is no longer an option amid so much global uncertainty The technology industry has experienced breathtaking growth,… 02.04.2019 Vignesh Anandan
Trade Views Implementation Challenges Ahead For Africa’s Trade Aspirations As AfCFTA Approval Nears, A Closer Look At What’s Ahead African Union (AU) officials are “increasingly hopeful” that the African… 01.24.2019 Oliver Barnes
Markets 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… 10.18.2018 Sharon E. Fay
Trade Views 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… 10.04.2018 Eric Winograd
Mexico 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,… 09.26.2018 Indranil Ghosh
China 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… 09.10.2018 Douglas J. Peebles
Markets 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… 08.27.2018 Mo Ji
Markets 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:… 08.03.2018 Pedro Nicolaci da Costa
Emerging Markets 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… 07.23.2018 David Mann
Markets 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… 03.16.2018 Michael Vrontamitis
Markets 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… 02.27.2018 Dawn Kissi