With economic sentiment improving, employment rebounding, and policymakers sounding increasingly hawkish, markets see only slim chances of further RBA rate cuts. However, we suspect the latest data...

We expect GDP growth to average less than 1% annualised over the second half of this year, with the unemployment rate rising toward 7.3% early next year. Core inflation is likely to remain above...

Saudi Arabia’s headline inflation rate was unchanged at 2.2% y/y in October, remaining weak by other EM and Gulf standards, and we expect it to stay subdued as we head into 2026.

The Czech National Bank (CNB) has left interest rates on hold over the past six months and, while the consensus view remains that there’ll be one more cut, we think the improving growth outlook means...