Tag Archives: inflation

Key Risks for the USD Bull Market in 2017

Part three in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my previous posts, I discussed the three factors that will fuel the USD rally in 2017: fiscal stimulus proposal (USD Bull Market: Key Drivers … Continue reading

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A 2017 USD Bull Market? More Factors to Consider.

Part two in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US.  In my last post, USD Bull Market: Key Drivers in 2017, I discussed the first of three drivers of the US dollar (USD) bull market: … Continue reading

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EM: Trump, Jump, Pump or Dump?

Alessia Berardi is a Senior Economist in charge of providing analysis on macroeconomic issues. Macroeconomic conditions in Emerging Markets (EMs) are much better today than they were at the end of 2015 or the beginning of 2016. In line with our … Continue reading

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Growth and Inflation: A New Narrative?

In the second half of 2016, the growth premium favored Developed Markets (DMs) vs Emerging Markets (EMs) – with DMs regaining the macro momentum lost in the first part of 2016. We now expect DMs and EMs to display similar, … Continue reading

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Fed Signals Three Rate Hikes for 2017

As expected, the Federal Open Market Committee (FOMC) raised the target Fed Funds rate by 25 basis points (bps). The December rate increase represents the sole rate increase for 2016, following the December 2015 move, and the second increase since … Continue reading

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