The upside surprise to core CPI in August will result in another above-target-consistent gain in the core PCE deflator and means the Fed looks set to hike next week.

The Korean won hit a two-year high this week, helped by profit repatriation by major tech firms and foreign investors scaling back their selling of Korean equities. We think it will make further gains...

The slightly larger-than-expected fall in Brazilian inflation to 4.2% y/y in August was driven by a temporary drop in household energy prices. But even so, it keeps the door open for the central bank...

As the Bank of England’s situation is a bit different to the Fed’s and the ECB’s, it is possible for the Bank to go it alone and not raise interest rates. The risks to that forecast, though, are one...