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From protectionism to inflation

Weekly investor research

24 September 2018

Globalisation made inflation global. Protectionism now threatens to make it local again. This is a problem for countries, which are closer to full employment than the world economy, i.e. the US.

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Policy rate cuts in Hungary, Philippines and Mexico take EM rates to all-time lows

Weekly investor research

29 June 2020

Policy rate cuts by the central banks of Hungary, Philippines and Mexico took EM policy rates to a new all-time low. Colombian President Ivan Duque said rating agencies should consider the current coronavirus...

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It’s not only in DM: Big fiscal expansion from the Andeans

Weekly investor research

22 June 2020

The three largest Andean countries (Colombia, Chile and Peru) announced steps to increase fiscal expansion. Argentina postponed the deadline for the debt restructuring offer until 24 July.

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