Despite the 90-day pause to the US’s “reciprocal” tariff regime, ECB policymakers will still need to assess the impact of higher US tariffs for euro-zone inflation. Some have argued that tariffs could...

Egypt’s headline inflation rate increased to 13.6% y/y in March, but we still expect policymakers at the Central Bank of Egypt (CBE) to deliver the first interest rate cut in nearly five years at the...

Deflationary pressures persisted last month and will almost certainly deepen over the coming quarters as it becomes more difficult for Chinese firms to export their excess supply.

While Canada escaped “liberation day” relatively unscathed, the imposition of US tariffs and risk of more to come will still weigh on exports, consumer confidence and investment. With immigration also...