We doubt that August’s unexpected increase in services inflation will stop the ECB from cutting interest rates at its next meeting in September.

Confirmation that the two most dovish members of the MPC will be stepping down before the RBI's next policy meeting in October strengthens our view that the panel won't vote to cut rates in that...

The jump in the unemployment rate in July is a lagged response to the weakness in economic activity around the turn of the year. Given that the July industrial production and retail sales data are...

The jump in the unemployment rate in July should reverse before long as economic activity rebounds. Meanwhile, the renewed pick-up in underlying inflation in Tokyo in August is consistent with our...