The Bank of Japan left monetary policy unchanged at today’s meeting, maintaining short-term and long-term interest rates at current levels....

We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of the crisis. In the...

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...

Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate health....

There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching to average...

Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer outlook. The slide was partly due to one-off...

July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in the energy price cap, we...

Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at record highs. This...

Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in the Midwest and 5.8% y/y in the...

Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost from non-oil activity, which increased...