Inflation fell to its lowest level since 1999 driven by lower food, dwellings, and transport contributions. Using a bottom-up approach, we found incre
We examine how market pricing for key central banks has moved over the past year and update our forecast for the G-3 central banks. We continue to exp
This GMV revisits some of the themes from our April Global Economic Monitor examining global growth. The upswing in business sentiment since the sta
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We look at where export volumes out- or underperformed relative to fluctuations in the real exchange rate, controlling also for changes in global grow
Despite political woes, the reform drive regained force, improving macro prospects amid global tailwinds A sizable fiscal deficit remains the major ma
We expect an uptick in inflation in coming months, due to a normalization of the price path for specific PCE elements. The drivers behind this process