The larger-than-expected fall in Mexican inflation in the first half of November, to 4.6% y/y, alongside easing core price pressures and the relative resilience in the peso mean that Banxico is likely...

Our base case is that protectionist policies from the US next year will have only a small economic impact on Europe, but the fallout will vary between countries and there are risks of greater damage...

At face value, the fall in the composite PMI from 51.8 in October to 49.9 in November suggests that real GDP growth is contracting in the middle of Q4, following a muted expansion of 0.1% q/q in Q3...

The stars are aligning for our long-held view that the Bank of Japan will hike rates again by year-end. And with a recent survey of Japanese firms pointing to even bigger pay hikes in next year's...