The minutes of the mid-December FOMC meeting did not dissuade us that the Fed will start to cut interest rates from this March onwards. Despite now projecting more interest rate cuts this year, Fed...

Israel's central bank started its monetary easing cycle this week with a 25bp interest rate cut - a move that came a bit sooner than we'd expected. But inflation risks are greater than most anticipate...

The Bank of Korea looks almost certain to leave interest rates unchanged at its meeting on Thursday. But with inflation falling and concerns about the economy mounting, we expect the central bank to...

Data released this week showed that core price pressures in the euro-zone continued to fade at the end of last year as activity remained subdued. This supports our view that a weak economy this year...