Although underlying inflation softened somewhat in September, our sense is that there is still a strong case for the Bank of Japan to resume its tightening cycle. However, with policymakers still keen...

The dip in Mexican inflation to 3.6% y/y in the first half of October, combined with the weakness in the economy, means that Banxico is likely to follow through on its forward guidance and deliver...

The ECB will leave the deposit rate unchanged at 2.0% next week and we expect Christine Lagarde to repeat that monetary policy is in a “good place”. She might also suggest that the next move in...