The data out of Mexico this week, alongside the minutes to the central bank’s August meeting, support our view that Banxico will continue its easing cycle in September. Elsewhere, the further...

The 10% rise in the Ofgem utility price cap due to take effect on 1st October means that we now expect CPI inflation to rebound from 2.2% in July to 2.9% in November and not fall below 2.0% until June...

The muted gains in the Bank of Canada’s preferred core price measures in July make another interest rate cut at the September meeting seem inevitable. The Bank will be encouraged by the second soft...

GDP growth looks set for a modest pick up over the coming quarters as inflation falls back in most SSA economies and monetary easing cycles broaden out. The external environment will remain...