India’s headline consumer price inflation fell to a near 26-year low in October and with inflation set to remain well below the 4% target over the coming quarters, we continue to expect the RBI to...

The latest NFIB survey provides further evidence that the labour market has not deteriorated any further since official jobs data stopped being reported.

The slightly larger-than-expected fall in inflation in Brazil, to 4.7% y/y in October won’t prompt Copom to kick off its easing cycle at its next meeting in December. But with the economy weakening...

We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our...