The slightly more modest 0.3% m/m increase in core CPI in April was even better than it looked, particularly given that we already know the PPI components that feed into the Fed’s preferred PCE...

Saudi Arabia’s headline inflation rate was unchanged at 1.6% y/y in April and, while we think that there may be a slight acceleration at the start of Q3, the bigger picture is that inflation in the...

The small increase in the Riksbank’s target CPIF measure of inflation, which excludes the effect of changes in interest rates, from 2.2% in March to 2.3% in April, was broadly as expected (consensus 2...

Treasurer Jim Chalmers has sought to present the 2024/25 Budget as one that strikes a balance between providing support to an ailing economy and keeping pressure off inflation. In our view, that’s...