We suspect the Bank of Japan won't read too much into the slowdown in core inflation in Tokyo in April, nor will it see the recent rally in the yen as a precursor to softer imported inflation. However...

Hopes for an end to the Iran war have grown (again) in recent days. But there are lots of points of contention that will arise during the 30-day negotiation period and divisions within the Iranian...

The small fall in Mexican inflation (both headline and core) last month, taken together with the decline in GDP in Q1, gives policymakers at the central bank room to deliver one final 25bp rate cut in...

On their own, the recent surge in crude oil prices could lift construction costs by around 4%. However, the bigger picture is that in contrast to the previous energy shock in 2022, conditions in...