The ECB’s decision to cut the deposit rate by 25bp to 2.0% and give no clear signals about the future path of monetary policy was in line with expectations. We forecast one more rate cut in the second...

With base pay growth on a new upswing, we think the Bank of Japan will restart its hiking cycle before long.

The surprise fall in the ISM services index for May suggests that tariff effects are weighing on activity outside of the manufacturing sector, but the Fed is likely to be more concerned by the further...

The strong start to the year shouldn’t be mistaken as a sign the UK economy will be able to shrug off the large rises in business taxes that took effect in April and the lingering uncertainty over US...