The euro-zone will get a boost from Germany’s decision to ditch its fiscal rules and ramp up defence spending, as well as the relaxation of the EU’s budget rules. But governments other than Germany...

We learned this week that Australia's population growth continued to slow in Q3 2024, as net migration flows eased significantly. We believe that concerns about a potential resurgence in international...

The recent strength in export volumes seems to reflect efforts to front-run US tariffs. While that is providing a boost to activity now, it will only magnify the hit to exports once those tariffs are...