The disruption to Japanese supply chains following the 11th March earthquake has had a big impact on global vehicle production, a drag which is likely to fade over the coming months. But this only...

Deliberately embracing higher inflation as a way out of the sovereign debt crisis could have disastrous consequences. Instead, for most advanced countries, wherever it is feasible, a combination of...

The global manufacturing PMI fell sharply in May and is now at its lowest level since September 2010. This confirms that economic growth has slowed since the beginning of the year, and that industrial...

Inflation will continue to edge higher in most emerging markets over the coming months but should peak by Q4. Indeed, in some countries (notably China) it may already have done so. Accordingly, while...