We think 2026 will be the year inflation finally falls to the 2.0% target prompting the Bank of England to cut interest rates further than most expect, from 3.75% now to 3.00%. This final Weekly of...

Despite the record decline in population in the third quarter, lower immigration does not appear to be leading to labour shortages. That provides some support to our view that the Bank of Canada will...

The ECB was in a slightly festive mood this week as officials nudged up their forecasts for economic growth and inflation. We think this is only partly justified as we are sceptical about President...

While our base case is that Colombia's central bank will leave its policy rate unchanged at its meeting later today, the further deterioration in the fiscal picture and the prospects of a large...