Data released this week showing a further decline in inflation expectations in South Africa provide further ammunition for those arguing that the time is right for the SARB’s inflation target to be...

The 25bp cut by the National Bank of Poland (NBP) this week caught many – but not us – off guard, and we think that two further interest rate cuts lie in store over the rest of this year. Meanwhile...

With the euro going from strength to strength and energy prices having dropped back the case could arguably be made for the ECB to cut rates in July and some policymakers have sounded concerned about...

The southwest monsoon has fully covered India, around a week earlier than the historic norm. This raises the prospect of a bountiful kharif harvest, which bodes well for economic prospects in the...