The recent rises in households’ inflation expectations will be making the Bank of England more nervous about the outlook for inflation. This feeds into our new forecast that the Bank will keep...

We're sceptical that the government's supply-side reform will succeed in pulling the economy out of deflation, suggesting the recent rise in government bond yields won't be sustained. And, while...

The main message from our Q4 India Economic Outlook published this week is that while punitive US tariffs will weigh on growth over the coming quarters, India is likely to remain a relative bright...

India’s headline CPI inflation rose for the first time in ten months in August, but at just 2.1% it remains very low and we think it will only gradually rise back up to the RBI’s 4% target. This gives...