It's hard to accuse them of being behind the curve.

191

A lot of countries' economies have done very well on rising exports, but they haven't been as successful in improving their budgetary situation. Latin America is heavily indebted, and the political cycle can be quite volatile, so there's a chance of some setbacks there.

175

It's hard to accuse them of being behind the curve. If anything they're being a bit too rigid. Wage pressure has proved to be modest. The ECB will probably be looking to see slowing in housing credit growth.

166

Uncertainties over the situation in Iran have led us to dust off our $70 per barrel oil price scenario.

161

The extent to which there is greater clarity in terms of one party clearly being able to form a coalition that has a majority in both houses would be helpful from a policy perspective.

98