As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been discussing...

We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months ago. In fact, there’s a high...

We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the most part transitory, reflecting...

Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable base effect and a drop in growth...

Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across the region. We have...

Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer...

The RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a cash rate hike, fuelled by...

The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include an increase in cash...

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...