The fall in South African inflation in July is likely to be followed by a pick-up in the coming months due to unfavourable base effects. But underlying inflation pressures, as well as food inflation...

This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced...

The firming of core price growth in July likely reflected temporary factors, rather than being a sign that core inflation is set to accelerate. Nonetheless, we expect the GDP data next week to reveal...

Since the Iran war began, the sell-off in euro-zone government bond markets has been greatest in countries with high and/or rising public debt. We forecast yields across the currency union to fall...