Our base case remains that the Israel-Iran conflict eases, energy prices drop back and the ECB cuts rates one more time in this cycle. But if energy prices stay around their current levels further...

The early evidence suggests that EM exports have held up well so far, despite higher US tariffs. That’s partly because exporters have front-loaded shipments to the US or (in China's case) have avoided...

Australia's population growth has declined by nearly 1%-pt since its post-pandemic peak, driven in large part by a normalisation in international student arrivals. The drop in foreign student numbers...

The Bank of Japan retained its downbeat outlook at this week’s meeting. But with the economic data holding up despite trade tensions and inflation set to overshoot the Board’s forecasts by a sizeable...