The chart of the week is from Alex Schober, Southern Cone Analyst, and William Attwell, Practice Leader for Sub-Saharan Africa: “While doing analysis on the Chilean Peso, I started to look at how other EM currencies tied to primary commodities…
Chart of the Week: Colombian Presidential Elections Threaten Changes to Peace Accord
The chart of the week is from Alejandro Valerio, Senior Analyst for Latin America: “After signing a controversial peace accord to end a 53-year conflict with the FARC in 2016, Colombia is heading into the most consequential elections in its…
Chart of the Week: US approaches energy independence
The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “The US shale revolution has led to a dramatic increase in US crude production. The US is currently producing just under 10mm bp/d of crude oil…
Chart of the Week: In EU’s largest economies, fixed investment back over pre-crisis levels
The chart of the week is from Athanasia Kokkinogeni, Analyst for Europe: “Gross Fixed Capital Formation (Fixed investment) is one of the most important indicators we follow in developed markets. We recently hit a major landmark: across the 5 largest…
Chart of the Week: Reduction in central bank purchases threatens higher interest rates
The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “In 2015, 2016, and 2017, central banks around the world bought so many bonds that they actually bought more bonds that were sold by governments. This…
Chart of the Week: Brazil shows how macro can help forecast customer demand
The chart of the week is from Alec Lee, Senior Analyst for Latin America Research: “I really like this chart for a few reasons. First, the chart tells an interesting story of what happened in Brazil over the past few…
Chart of the week: Strong outperformance of developed market manufacturing growth
The chart of the week is from Ryan Connelly, Senior Analyst for Global Economics: “I think most of our clients are aware that developed markets have picked up in the past year, but the sharp rebound in manufacturing growth since…