from MacroScope:

Murky data fuel doubt over where emerging markets really stand

October 2, 2015

European Economic and Financial Affairs Commissioner Moscovici and IMF Managing Director Lagarde speak as they wait for a group photo of the G20 Finance Ministers and Central Bank Governors in AnkaraIf emerging markets are to lead global economic performance one again as they did in recent years, an important foundation will be to convince as many people as possible that reported growth data are as accurate as they can possibly be.

from MacroScope:

India’s central bank nearing policy crossroads

June 11, 2015

Traffic moves at busy intersection in New DelhiThe Reserve Bank of India is facing a fork in the road for the first time since Governor Raghuram Rajan took office amid much fanfare and started targeting inflation as the central bank's primary mandate.

from Edward Hadas:

Don’t moan about secular stagnation

By Edward Hadas
April 15, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

Brazil’s GDP outlook for 2015 gets slashed again. But is it low enough?

January 16, 2015

Brazil's Finance Minister Joaquim Levy, pictured through a red LED light of a camera, reacts during a news conference at Brazil's Central Bank in BrasiliaMarket forecasts for Brazil's economic growth this year have been falling steadily for months, reaching a meager 0.5 percent in Reuters latest quarterly poll published on Thursday. One year ago, a similar survey predicted growth of 2.5 percent in 2015.

from Expert Zone:

What will drive the market in 2015

January 3, 2015

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters).

from Breakingviews:

Sorry, this is as good as the global recovery gets

By Edward Hadas
December 16, 2014

At the beginning of 2014, many people were optimistic about the world economy. For the fifth straight year, it had seemed safe to declare the lingering effects of the 2008 financial crisis over and done with. This time is different: 2015 is likely to begin in a merited atmosphere of gloom.

from Hugo Dixon:

Can we live the good life without economic growth?

By Hugo Dixon
December 8, 2014


Is the good life possible without economic growth?

Merely raising the question challenges the conventional contemporary wisdom that a society’s prime goal should be to boost its income continually. But it is one that the West, especially Western Europe, may have to confront. Europe is not just suffering the after-effects of a nasty cyclical downturn, it has probably entered an era of low growth.

from Breakingviews:

UK’s economic torpor looks structural

By Edward Hadas
December 4, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

India may boast world’s steepest rate cuts in 2015

December 2, 2014

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

Brazil may have escaped recession, but not the minefield

November 26, 2014


Brazil's newly-re-elected government is set to announce on Friday that the recession that began at the start of 2014 is now over. But a minefield of risks surrounding Latin America's largest economy recommends caution before celebration.