Kenya’s central bank cut interest rates by another 25bp earlier this week, to 9.00%, but the extent of further monetary loosening is likely to rest on what happens next with the shilling, which is...

The Colombian senate’s rejection of President Petro's tax bill adds to our concerns that the country's already-fragile public finances are likely to deteriorate further ahead of next year’s election...

At this time of year it is useful to look back at how your forecasts have done and to learn from any mistakes to improve your future forecasts. Both we and the consensus underestimated inflation again...

The Indian rupee continues to hit fresh lows against the US dollar and we think it will weaken to 93/$ by the end of next year. This presents limited macro risk: inflation and FX debts are very low...