The period of disinflation in Switzerland is close to an end, but with inflation likely to remain close to 1% for the foreseeable future we think policymakers will start lowering interest rates later...

The stronger-than-expected rise in Turkish inflation to 67.1% y/y in February adds to our concerns given that it comes on the back of a large increase in inflation in January and the strength of...

February’s manufacturing PMIs suggest that global industrial activity improved at the start of this year, but that activity in emerging markets continued to outperform that in advanced economies...

The unexpected re-acceleration in Turkish GDP growth in Q4 challenges the view that aggressive monetary tightening delivered over the second half of last year is rebalancing the economy. If inflation...