The fall in Mexico’s headline inflation rate, to 4.6% y/y in November, combined with the relative resilience in the peso since the US election means that Banxico is likely to press ahead with another...

The data releases this week provided some support for our view that the Fed will cut interest rates by 25bp at its next meeting, rather than pause, although next week's price data will be the deciding...

GDP growth picked up in Q3 but timelier data suggest that it has slowed in Q4. We expect growth to remain sluggish next year regardless of whether President Trump raises tariffs on imports from Europe...