The recent patch of soft inflation in Mexico is unlikely to be sustained and the headline rate will follow a higher path than the central bank (Banxico) anticipates. With Banxico likely to revise up...

The euro-zone economy is growing at a steady pace. While Spain is still the clear outperformer among the larger countries, Germany has finally returned to growth, but France has stalled. Business...

The economic indicators this week suggest that the economy and labour market are humming along while firms are increasingly concerned about inflation risks. Nonetheless, the communications from Fed...

The strength of the GDP and inflation figures out of Poland this week, alongside rising energy prices, have led investors to price in 75bp of interest rate hikes over the next year. While our base...