The 25bp vs 50bp debate, which seemed settled following Governor Christopher Waller’s cautious speech shortly after the August Employment Report, was blown back open this week by what appeared to be...

Outgoing Mexican President Amlo’s controversial judicial reform has been one of the key drivers of the weakness in the peso and we think there’s still some downside risk to the currency, especially if...

While interest rate cuts by the ECB this week and the Fed next week, as well as the fall in oil prices, could set the stage for more monetary easing in Central and Eastern Europe (CEE), we still think...

Post-meeting comments by ECB policymakers suggest that the bar for another rate cut in October is high, with December the most likely option. Meanwhile, the ECB’s new GDP projections still look too...