Germany’s historic shift to looser fiscal policy will give the economy a boost over the next couple of years, but we think growth will then slow, deindustrialisation will continue, and real income...

In light of the RBA's dovish messaging at its meeting this week, we have revised down our terminal rate forecast from 3.60% to 3.35%. However, we doubt that the Bank will cut rates all the way to 3.10...

The latest flash PMIs point to weak activity and a softening of price pressures in advanced economies outside the US. But the surveys suggest that tariffs are already having an inflationary impact in...