We doubt that the slump in industrial output in January will prevent the Bank of Japan from ending negative rates over the coming months, but the recent string of disappointing data reinforces our...

There are growing signs that restrictive policy settings are working to establish a more sustainable balance between demand and supply in the Australian economy. Indeed, inflation has continued to...

Although the economy returned to growth last quarter, spare capacity continues to accrue, and we expect CPI inflation to return to the 2% target by the third quarter. That leaves scope for the Bank of...

Aggregate EM growth softened towards the end of last year and we think it will remain weak in 2024. But there will be divergence at the country level with growth slowing in those economies that...