The latest data show an economy gaining momentum. While that suggests we should expect slightly more hawkish communications from the Bank of Canada when it meets next month, the recent softness in...

One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the...

Ghana’s surprisingly soft inflation print for July suggests that another rate cut is possible, but robust growth and the BoG’s drive to build its credibility and stabilise the cedi mean we still think...

Hungary and Romania face a near-term electricity supply squeeze due to record-low water levels in the Danube. Our base case is this will be a modest and temporary drag on Q3 GDP that is recouped in Q4...