Based on the combined CPI and PPI data, we now calculate that the Fed’s preferred core PCE deflator price measure increased by 0.24% m/m in September which, at 2.9% annualised, is a little hotter than...

Having survived a vote of no confidence earlier in the week, France’s government presented its 2025 budget on Thursday, which highlighted the perilous state of the public finances. Meanwhile, energy...

The Bank of Korea cut interest rates today and we are expecting the central banks of Thailand and the Philippines to follow suit at their scheduled meetings on Wednesday. The Monetary Authority of...