National accounts data published this week showed that the Australian economy slowed to a grind last quarter, while private consumption fell outright. However, we suspect that the RBA will take that...

The economy looks to be entering a period of below-potential growth, characterised by excess supply in the goods and labour markets. This will keep downward pressure on core inflation, which we think...

The tightening of Brazil’s labour market and pick-up in wage growth over the first half of the year has supported a consumer boom. We expect conditions to cool over the coming quarters but, for now...

The recent slide in oil prices has raised the prospect that OPEC+ delays planned increases to output at its meeting next week, but this risks stoking tensions among key members if it means that the...