We do not think the Fed’s 50bp rate cut or the latest euro-zone HICP inflation breakdown will put the ECB off its plans for gradual policy easing. Meanwhile, France looks close to having a new...

Economic Security Minister Sanae Takaichi is seen as the most suitable candidate for Prime Minister, though the race remains wide open. While she has opposed any policy tightening by the Bank of Japan...

The South African Reserve Bank finally joined the EM easing cycle today, lowering its repo rate by 25bp to 8.00%. While the MPC clearly has some lingering concerns about the inflation outlook, we...