December’s jump in headline inflation in the euro-zone was widely anticipated and entirely due to a base-effects driven increase in energy inflation, so it won’t alter ECB policymakers’ views on the...

Although the analyst consensus expects the RBA to cut rates only in September, we're sticking with our view that the RBA will loosen policy as early as May. For one thing, the household cash flow...

The redirecting of trade ships away from the Red Sea and the associated rise in shipping costs are unlikely to lead to a resurgence in global inflation. However, if the warfare underpinning the...

The run of softer-than-expected news on CPI inflation and wage growth means we now expect the Bank of England to cut interest rates sooner than before. Our forecast is that rates will be cut from 5.25...