Faltering consumer spending reinforces our view that GDP growth will slow this year, although that slowdown is likely to be modest. After a disappointing couple of months for inflation, easing demand...

After having been too high for the past three years, inflation in the UK will be too low for the next three years, and much lower than in the US and the euro-zone. Not only do we think that CPI...

The new Polish government (which marks its 100 day milestone today) has successfully unblocked EU funds and delivered a wave of optimism that has helped Poland's financial markets outperform those in...

The South African Reserve Bank looks set to leave interest rates on hold at 8.25% next week and it now seems an easing cycle won’t begin until after May’s election, the outcome of which could even...