Egypt’s headline inflation rate eased for a third consecutive from 34.6% y/y in November to 33.6% y/y in December. Comments last night suggest that an enhanced IMF deal is near, which is likely to...

The fact that core inflation fell and the headline rate was unchanged in December confirms that Norges Bank’s most recent interest rate hike will have been the last in this tightening cycle. We think...

With price pressures cooling in earnest, we’re growing increasingly confident in our call that the RBA will start to cut rates as early as May.

The larger-than-expected rise in Mexico’s headline inflation rate to 4.7% y/y in December was mainly due to higher non-core inflation but, even so, the odds of Banxico beginning an easing cycle at its...