We think stronger GDP growth, falling inflation and gradual interest rate cuts will be the key themes that shape 2025. But recent economic data have raised the chances that high inflation combines...

The 0.11% m/m increase in core PCE prices in November was the smallest gain in six months, although it follows on the heels of two above-target ~0.25% gains in the preceding two months. That November...

Nigeria’s headline inflation rate crept up further in November, but we’re not convinced that this will prompt the central bank to deliver more rate hikes. Otherwise, President Tinubu unveiled the 2025...

The election manifestos of Germany’s main political parties, which were published this week, confirm that a radical change in economic policy and/or a big fiscal stimulus after the upcoming general...