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