The French government's survival after bypassing parliament to implement the 2026 budget has done nothing to improve the country's long-term debt dynamics. So we think that the recent narrowing of...

While the pound's recent appreciation against the US dollar doesn't materially change the outlook for UK CPI inflation, the Bank of England will welcome a bit more disinflationary pressure. But one...

With inflation once again surprising to the upside of its expectations, the Reserve Bank of Australia will almost certainly raise interest rates at its meeting next week. Moreover, much to the Bank’s...