The strong showing for Jair Bolsonaro and his party in yesterday’s general election in Brazil has increased the chances of pro-market reform. This is likely to prompt an initial rally in local markets...

The impact of a no deal Brexit on the economy would depend on what sort of no deal it was, but there would be at least some negative effect in the short term. If the UK left the EU on bad terms, the...

While we expect oil prices to fall back from their four-year high, a continued rise to $100pb would not deal a big blow to global growth. But it would exacerbate current account pressures in some EMs.

A year after the Fed began shrinking its balance sheet, global central banks’ net asset purchases have slowed sharply, and they are set to turn negative in January. However, we doubt that this will...