For the past three years India has been the darling of global investors, but its stock market has come under pressure in recent weeks amid signs of a bubble forming and we've made a big call that...

The continued strength of euro-zone services inflation in November reduces the chance that the ECB will cut interest rates by 50bp in December. But one-off base effects stopped services inflation from...

The renewed pick-up in trimmed mean inflation in October marked the final nail in the coffin for a rate cut before year-end. To be sure, by our measures quarterly trimmed mean inflation is on track to...

The pick-up in inflation excluding fresh food and energy in Tokyo in November points to the nationwide measure rising further above the Bank of Japan’s 2% target. With the yen set to remain weak for...