The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The CBR language has remained hawkish,...

We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied to updated macroeconomic...

At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...

Beyond leaving monetary policy settings unchanged at meeting on 18th June, the Bank of Japan also extended the deadline of its funding-for-lending...

Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club in 2021. With three in four...