The small rise in Mexican inflation to 3.7% y/y in the first half of September won’t stop Banxico from delivering a clearly-signalled 25bp cut, to 7.50%, at tomorrow’s Board meeting.

The hit to GDP growth from punitive US tariffs, along with a benign inflation outlook, sets the stage for the RBI to resume its easing cycle at the conclusion of the MPC meeting on Wednesday 1st...

The Reserve Bank of Australia is almost certain to leave the cash rate unchanged at 3.6% at its meeting ending on September 30th. After all, the economy is bouncing back more strongly than the Bank...

Although the RBA won’t pay much heed to the pickup in headline inflation last month, the strength in core inflation will give it pause for thought. We expect the Bank to only cut rates twice more this...