A limited inflationary impact from the surge in energy prices so far should enable the Reserve Bank of India (RBI) to keep the repo rate on hold at 5.25% at the conclusion of the MPC meeting on...

Financial markets are betting that the RBNZ will deliver its first rate hike in Q3, with aggressive tightening to follow thereafter. However, we suspect they are getting ahead of themselves, not least...

The Tankan survey showed that firms are shrugging off the energy shock caused by the Iran war, which should encourage the BoJ to hike rates at this month’s meeting.

This Europe Chart Pack builds on the analysis and scenario forecasts published in the Global Economic Outlook (see here) to provide more detail on how the Iran War could influence inflation, GDP...