The Reserve Bank of Australia struck a rather dovish tone at its meeting this week. As a result, markets see a growing chance that the Bank will begin its easing cycle as soon as February. However...

The latest data have shown that China is benefitting from a pick-up in government spending, the US economy continues to grow at a decent pace, and other advanced economies had a soft start to Q4...

Ignore the fact that PPI final demand prices increased by a slightly bigger than expected 0.4% m/m in November. The components that feed into the Fed’s preferred PCE index were universally weak and...

Tight policy, deteriorating terms of trade and, in Mexico’s case, US trade protectionism will keep GDP growth in Latin America weak and below consensus expectations in the coming years. Fiscal risks...