WorldMarkets x Geopolitics

More people lived in urban than rural areas for the first time ever in 2007. This year it is estimated that 54 per cent of the world’s population live in cities and by 2050 it is predicted to hit 66 per cent

The consensus view at this time points to greater support for Abenomics’s monetary easing. But what are we missing. 

Impact of Iran on oil according to the Kennedy school http://belfercenter.ksg.harvard.edu/publication/25538/energy_implications_of_a_nuclear_deal_between_the_p51_and_iran.html

Chart 1: divergence among the “fragile five” – current accounts in % of GDP Sources:  Source: JPM, Bloomberg, GAM, Financial Times

There are serious doubts as to whether #China’s PBoC is actually shedding reserves, if best practices among other emerging market countries are any indication

by Benn Steil and Dinah Walker

Should the United States Encourage Japan to Join the #AIIB? Courtersy of @CFR_org