With underlying inflation price pressures remaining firm, we expect the Bank of Japan to resume its tightening cycle in the coming months.

Although headline inflation picked up further in Q4, underlying inflation remains well behaved. That being the case, we still think the RBNZ will keep rates on hold for a prolonged period, whereas...

The solid 0.3% m/m gains in real consumption in both October and November confirm that the government shutdown had very little impact on economic activity. Those gains slightly outpaced our prior...

The small rise in Mexican inflation, to 3.8% y/y in the first half of January supports our view that Banxico will leave its policy rate unchanged at 7.00% at its next meeting in February.