The larger-than-expected fall in Mexican inflation in the first half of September, to 4.7% y/y, supports our view that Banxico will continue its easing cycle with another 25bp cut on Thursday.

With inflation normalising due to improving supply, the Fed is in the fortuitous position of being able to lower interest rates even though economic growth remains solid and the unemployment rate is...

The latest flash PMIs suggest that GDP growth slowed in advanced economies at the end of Q3, particularly in the euro-zone. Meanwhile, weaker activity seems to be weighing on services price pressures...

We are expecting another year of below-trend economic growth in 2025 across Asia, as subdued exports, worsening labour markets and tighter fiscal policy weigh on demand. Inflation is back to target...