The Bank of Japan is concerned that the weak yen will result in a renewed acceleration in non-energy goods inflation and we think that the slide of the exchange rate to multi-decade lows this week...

Some commentators have been arguing that the recent weakness in economic activity reflects a shortfall of supply rather than weaker demand. However, business surveys suggest that supply constraints...

The jump in headline inflation in May mostly reflected electricity price hikes that have further to run. By contrast, underlying inflation continued to slow rapidly and it will fall below 2% over the...

The economies of Latin America started the year on the front foot, but the strong growth rates recorded in early 2024 are unlikely to be sustained and growth in many parts of the region is likely to...