Data out of Brazil next week are likely to show that the economy rebounded in Q1 and inflation rose in the first half of May, supporting the case for the central bank to deliver one final rate hike in...

Nicusor Dan's victory in Romania’s presidential election on Sunday triggered a relief rally in the country’s financial markets, but we think it is difficult to take an optimistic view on the outlook...

Data released this week – and Donald Trump’s latest threat of imposing a 50% tariff on imports from the EU – reinforce our view that the ECB will cut interest rates in June and loosen policy further...

The prospect of higher inflation for longer raises the chances of interest rates falling slower than we expect. Together with the government's announcements this week on the public sector pay rises...