The continued fall in the job-to-applicant ratio isn’t translating into a higher labour market and the bulk of the evidence suggests that the labour market has continued to tighten. And with...

The global economy seems to be heading into recovery mode as the adverse effects of the previous surge in inflation subside. Real incomes are recovering in most advanced economies and China is feeling...

Monday marks the 30th anniversary of the introduction of Brazil’s currency, the real, as part of a stabilisation plan (the Plano Real) which successfully tamed runaway inflation. For other EMs facing...

Emerging markets in Asia and parts of Europe will continue to perform well and better than most expect this year, but we think that Latin America will lag behind. The EM monetary easing cycle is...