Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at record highs. This is...
Tamara Basic Vasiljev
Recent Posts
EM financial conditions should stay favourable in 2021
Posted by Tamara Basic Vasiljev on Mar 10, 2021
Emerging market financial conditions remain very favourable in early 2021 even as inflation fears have grown and government bonds yields have crept...
Global | Why today’s inflation spike isn’t likely to last
Posted by Tamara Basic Vasiljev on Feb 26, 2021
Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see no...
Global | Q3 GDP nowcasts point to a slowing recovery
Posted by Tamara Basic Vasiljev on Sep 22, 2020
Machine learning-led GDP nowcasting points to a recovery in Q3, albeit with slowing momentum through the quarter. China might reach pre-crisis levels...