We doubt that the combination of the rise in CPI inflation, from 2.9% in July to 3.1% in August and the leaps in energy prices in recent weeks are enough to prompt the Bank of England to hike interest...

Emerging Europe has weathered the energy shock well so far and we expect regional GDP growth to strengthen in 2027. We remain upbeat on Poland and Czechia, but more cautious than the consensus on...

Nigeria’s headline inflation rate was unchanged at 15.4% y/y in August, which keeps the door ajar for a rate cut next week. But we think credibility concerns will win out, and the MPC will keep rates...

EM growth appears to have softened at the start of Q3, but we still think it will accelerate in the coming quarters. As things stand, it doesn’t look like EM central banks will respond to the renewed...