Reports
Trade-weighting the surging yen as the global carry trade unwinds
The Bank of Japan’s surprise rate hike in late July sent the yen surging – and not just against the dollar.
Reports
Which US states might be in recession?
The US economy has defied predictions that it would be in a recession by now. But economic resilience is not uniform from coast to coast.
Reports
Thai outflows continue while Vietnam loses momentum
Thai outflows continue while Vietnam loses momentum
Reports
How central bank liquidity shows up in US fund flows
How central bank liquidity shows up in US fund flows
Reports
Outflows in Brazil gather pace as carry trade disrupted
Outflows in Brazil gather pace as carry trade disrupted
Reports
Japan equity inflows remain strong despite monetary tightening surprise
The Bank of Japan shocked global markets on July 31 with its rate hike, affecting asset classes from US tech stocks to cryptocurrencies. But what impact has been felt in its home equity market?
Reports
CEIC and EPFR Chart Pack: Macro links to a market correction
Macroeconomics and the financial markets are linked at a moment of turmoil
Reports
The iPhone-driven electronics success story in India
Electronics manufacturing by foreign companies is a success story for Narendra Modi's government, especially when it comes to phones.
Reports
Finding correlations between Mexican stocks and the economy
Macroeconomic trends and the financial markets are intricately linked. In search of correlations, we can turn to our global equity market offering, which is sourced from Exchange Data International.
Reports
The eurozone’s tepid growth: Germany struggles while the south outperforms
The eurozone is beating economic expectations, and it's doing it without any help from Germany.
Reports
Poland and Baltic nations stand out in CEE bond and equity fund flows
Poland’s equity and bond markets have been popular with international fund investors this year, according to fund flow data from EPFR.
Articles
ISI Emerging Markets Group acquires EPFR
ISI Emerging Markets Group acquires EPFR to expand global intelligence platform and rebrands as ISI Markets. ISI Markets’ clients will be able to access the most complete picture of institutional and retail investor flows and fund manager allocations driving global markets alongside ISI’s macroeconomic, industry and financial market data.