Consumer price inflation came in cooler than most expected last month, which should reassure the RBI as it considers when to begin its easing cycle. We remain comfortable with our long-held view that...

Producer prices picked up for the first time in eight months and consumer price inflation held steady in May. We expect inflation to rebound in the coming months. But due to persistent overcapacity...

The rise in inflation in Brazil to 3.9% y/y in May and, more importantly, the re-acceleration in underlying core services inflation means we no longer expect a rate cut at the Copom meeting next week...

We expect the Reserve Bank of Australia to leave rates unchanged at its meeting next week. Although underlying inflation remains uncomfortably high, it is unlikely to meet the threshold for a...