BIS Quarterly Review, September 2015

BIS Quarterly Review  | 
13 September 2015
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The BIS Quarterly Review for September 2015: EME vulnerabilities take centre stage

Remarks by Mr Claudio Borio, Head of the Monetary and Economic Department, and Mr Hyun Shin, Economic Adviser & Head of Research, at the media briefing on 11 September 2015.

International banking and financial market developments

Investors increasingly focused on growing vulnerabilities in emerging market economies (EMEs), particularly China, as they reassessed the global growth outlook. In China, equity markets plunged following a prolonged surge in stock prices that had propelled many stock valuations to extreme levels. This dented investor confidence and weighed on ... More...
Global liquidity was strong in the early months of 2015, particularly among advanced economies. International financing picked up in those economies, marked by especially strong growth in euro-denominated bank and capital market financing. At the same time, the financing of ... More...

Special features

The BIS is expanding its statistics by publishing additional data, revamping how these data are disseminated and strengthening their policy orientation. This special feature briefly describes each BIS data set and explains how the statistics can be ... More...

The BIS international banking statistics have evolved over time in response to changes in the international financial system. The latest enhancements to these statistics introduce information about banks' domestic business and add more details about the ...

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We present a new data set on credit to the general government sector for 26 advanced and 14 emerging market economies. The main benefit of these new BIS series for "public debt" is that they provide data with similar characteristics from across the globe, facilitating crosscountry comparisons. Another distinctive feature is that the ...

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Debt service ratios (DSRs) provide important information about the interactions between debt and the real economy, as they measure the amount of income used for interest payments and amortisations. Given this pivotal role, the BIS has started to produce and release aggregate DSRs for the total private non-financial sector for 32 countries from ...

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Interest rates have moved closely together internationally in recent years, despite business cycles often being at different stages across countries. We investigate whether international monetary spillovers drove this co-movement, ie whether interest rates in core advanced economies drove interest rates elsewhere. Applying a fixed-effects panel regression to 30 emerging market and smaller open advanced economies over the post-2000 period, we find ...

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Cross-border banking activity within the Asia-Pacific region has intensified since the Great Financial Crisis of 2007−09. In the years leading up to the crisis, much of the cross-border activity in the region had been driven by dollar credit intermediated largely by European banks. In the wake of the crisis, this global intermediation lost much of its European leg. Banks from within the region stepped in and soon came to ...

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