Drop-In: Brazil votes 2022 – Gauging risks around the election

Gauging the risk of persistent inflation

Years have past since the 2022 energy shock, and yet much of the thinking behind commentary on the implications of surging energy prices for inflation...

Gauging the early inflation impact of the energy shock

The CPI figures for March show that, so far, the energy price shock has had a relatively limited impact on EM inflation. In part, that’s because of...

Gauging the market fallout from China’s change of tack

Further weakness in the Chinese renminbi is likely in our view We think that wage growth in Japan rose slightly in June (00.30 BST) The Reserve Bank...