KEY TAKEAWAYS OF THE WEEK

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Economists' insight: The Fed steals Donald Trump’s thunder

Economists’ insight: More control over financial risks in China (p. 1)

›       The latest data from China suggest that GDP growth should converge towards its 2017 target of 6.5%

›       The decline in lending activities and the normalisation of the housing cycle should prevent economic activity from gaining momentum

›       A push by the banking supervisory authorities to curtail informal lending is likely to raise the risk profile of smaller banks. Bond yields could start trending upwards

Focus on Brazil: Political risk is back (p. 3)

›       Despite the corruption allegations against Michel Temer, Brazil should emerge from recession in 2017

›       But the political uncertainty looks set to last, which calls for caution when it comes to Brazil’s growth outlook

›       A depreciating real would limit the central bank’s options and threaten the investment cycle recovery

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